The projects module is being deprecated so we recommend that the dashboard features are not relied upon. However, the ability to set a project on almost everything in Brightpearl still means it is used in many other ways. You will find the project field on almost every record in Brightpearl from orders to accounting and since the field name and contents can completely customized it is a very useful reporting tool.
Setting up projects as a reporting tool
To use Projects as a reporting tool simply rename it and add some projects. Here's how:
How to rename Projects
- Go to Settings > Projects > Projects settings and enter your name for "project"; it can be changed at any time.
- Save your changes.
How to add a project / analysis code
- Go to Projects (if you've renamed it then you'll see your personalized menu name).
- Select Add project (again, this will be your personalized menu name).
- Enter a title. This will be the name you see in the dropdown menu throughout Brightpearl. All other fields relate to the Projects Dashboard which is going to be deprecated.
Projects on orders
Projects are a useful tool for reporting on sales and purchases. Brightpearl already provides channels, lead sources and many other methods of grouping orders for reporting, but if there is something else you want to report on then projects is the field to use. You'll be able to filter all the orders lists, sales and purchases reports by project.
Projects in accounting
Projects in accounting are a useful tool for profit analysis. Brightpearl will automatically create accounting journals with the relevant project assigned to the profit & loss / income statement account codes, along with the channel and lead source if relevant. This allows the profit & loss / income statement report to be filtered by your own reporting groups.