Adding / Deleting / Closing Projects

Creating a New Project

1. Go to Projects > Add Project.
2. Enter title for the project.
3. Select a project manager.
4. Enter the expected completion date.
5. The default status as per your settings is entered, you can change this if required.
6. Click Save.

If you want to edit these entries, click the Settings link on the project menu bar. You can now begin adding jobs/calls/tickets and other activities to the project. You can also add transactions by selecting the project when creating sales, purchases or other accounting transactions.

Deleting a Project

You can only delete a project if no Sales, Purchases or Accounting entries are attached to it. If you've already invoiced Sales or Purchases for the project, Brightpearl will check with you first, then detach all accounting transactions from the project before deleting it.

1. Go to Projects > List Projects.
2. Locate the project, using the filters if necessary.
3. Click the delete dustbin icon next to the project.

Only project admins can delete a project. Once deleted it cannot be recovered.

Closing a Project

To close a project the following is required:

• All jobs must be closed
• All Sales Quotes and Sales Orders attached to the project must be invoiced
• All Purchase Orders attached to the project must be invoiced

When a project is complete you can mark it closed so that no further activities or events can be assigned to it. It can be re-opened in the same way if required.

1. Search for an open the project.
2. Click Settings in the project menu bar.
3. Change the status to your closed status (as defined in Setup > Tasks/Activities > Activity defaults).

Only project administrators can close the project.