Projects
Projects

Project Setup
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 System Configuration> General> Projects Setup 

   

 Projects are different from job costing. 

 Where job costing relates to costs per job, a project can have multiple job costings allocated to it. 

 Projects are situated throughout the system and produce a Project Profit and Loss similar to an income statement. 

 In this section, you will first setup the Project Lines. 

 A Project Line is defined as the actual project name. Then you will setup a Project Group. 

 For each Project Line that is setup, you should setup a Project Group. 

   

 NOTE: Only Project Groups are shown in all the document assignments and not the Project Lines . 

 Project Lines Tab 

 

 

 

 Code 

 Allows the user to search by the project’s code. 

 

 

 Description 

 Allows the user to search by the project’s description. 

 

 

 Active 

 Search for Active or Inactive Projects 

 

 

 Search 

 Searches for Project Lines that matches the criteria entered in the Code, Description and Active fields. 

 

 

 Edit 

 Opens the edit screen where the user will be allowed to edit the selected project line. 

 

 

 Print Grid 

 Print the Current Grid 

 

 

 View Details 

 Not Available for Project Lines 

 

 

 

 Project Groups Tab 

 Note: If a project line is being used in a Project Group, it will be marked as inactive and not be deleted. 

 

 

 

 Code 

 Allows the user to search by the project’s code. 

 

 

 Description 

 Allows the user to search by the project’s description. 

 

 

 Active 

 Search for Active or Inactive Projects 

 

 

 Search 

 Searches for Project Groups that matches the criteria entered in the Code, Description and Active or inactive fields. 

 

 

 Edit 

 Opens the edit screen where the user will be allowed to edit the selected project Group. 

 

 

 Print Grid 

 Print the Current Grid as well as the project lines associated with the groups 

 

 

 View Details 

 View the project’s related documents such a Quote, Invoice, etc.

Project reports
There are multiple ways to get information on the detail of projects 

 There are two ways to get your information 

 

 

 

 

 Report on project profit and loss 

 

 

 Transactions report 

 

 

 

 

 1. Detailed 

 

   

 

 

 

 2. Summary 

 

 

 

 

 

 Run the Report for Project profit and loss 

 Leave the tick off for summary, tick on for detail 

 Report manual 

 

 Project details in GL account analysis 

 Go to GL account analysis, take your date back 

 Select the project you want to run