Projects

You can use Projects to further analyse your costs and revenue. You can add Project analysis to documents at the header or line level.

A project may be associated with a customer or custom attributes. Using Configuration > Attribute Wizard.

You can associate rates (by people and time types) with a project. These rates can optionally be used to calculate values to be posted to a ledger based on data entered at Documents > Timesheets (Monthly) or Documents > Timesheets (Weekly).

Each field on this record is described below. Mandatory fields are highlighted thus.

Field Name	Description
Project Name	A name for the project - max 60 characters (alphanumeric).
Project Code	A code for the project - max 30 characters (alphanumeric).
Long Description	A long description of the project.
Customer Code	The customer for the project (linked to below).
Customer Name	The customer for the project (linked to above).
Effective From	The project is available for use on and after this date.
Effective To	The project is available for use on and before this date.
Project Disabled	No means no disabled features in the project. Entry Disabled stops the entry of the project into new documents but still allows unposted documents to be posted. Posting Disabled as it implies will give an error if the document contains a project that is Posting Disabled. Reporting Disabled will ignore these projects when breaking out by project in financial reports.
Attachment	One attached file about the project.

Note that the copy function enables you to copy a project including associated Person Rates.