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Projects

Article Index

Introduction

You may create Reporting Groups (Status Group) for Projects. These Projects may be activated in batches and documents.

Once the batches and / or documents are posted (updated to the ledger), you may generate various reports for each Projects on the Sidebar of the Action menu.

The processes for Projects are as follows:

  1. Activate Projects

  2. Create Project Groups (Status Group)

  3. Create a New Project

  4. Add Budget for Projects

  5. Create Documents for a Project

  6. Create Invoices for Hours

  7. Use Projects in Batches (Journals)

    1. Activate Projects in Batches (Journals)

    2. Process Transactions in Batches

  8. Reports

    1. Project - Stock Items

    2. Project – Hours

    3. Project – Statements

    4. Project – Totals

    5. Project – Transactions

 

Activate Projects

Projects are accessed from the Input menu. By default, The Action → Projects menu will be inactive. You need to activate the projects in the Data Parameters.

To Activate Projects:

  1. Click on the Setup → Setup → Data Parameters menu.  
  2. Select the Projects option in the Special Settings section of the screen.

  3. Click on the OK button to save your changes.

  4. Close the Set of Books and re-open the Set of Books again. The Action → Projects menu will be activated.

You may create Reporting Groups (Status Group) for Projects. These Projects may be activated in batches and documents.

Once the batches and / or documents are posted (updated to the ledger), you may generate various reports for each Projects on the Sidebar of the Action → Projects menu.