Working on Projects

Projects allows you to connect tasks/activities and transactions, such as sales and purchases, to the project.

Adding jobs

Jobs are essentially the same as adding activities/tasks, with the type of Job.

How to add a job

  1. Click on your name at the top of the page, and select My events.
  2. Click Add new on the Event list screen.
  3. Enter a title, select Job from the first drop down, and choose who to assign the job to.
  4. Enter the details of the job.
  5. Click Save changes.

Completing a job

Jobs can be completed by changing the status to the "completed" status as defined in  Settings > Tasks/Activities > Activity defaults.

You can also view your My Tasks listing and click the Mark activity complete link.

Adding sales

To assign any sale to the project, and therefore recognise the revenue as attributed to the work, you must select the project within the sale itself or add to your sales in bulk via the sales batch actions dropdown at the top of your sales listing screen.

Adding purchases

To assign any purchase to the project, and therefore recognise the costs as attributed to the work, you must select the project within the purchase itself.

Adding and billing expenses

When users enter the expense claims they can select the project to which they are relevant, they can also specify whether the expenses are to be charged to the client.

 
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