Projects allows you to connect tasks/activities and transactions, such as sales and purchases, to the project.
Adding Jobs
Jobs are essentially the same as adding activities/tasks, with the type of Job.
- Go to Projects > List Projects and open the relevant project.
- Click Add Job on the project menu bar.
- Enter the details of the job and assign it to a team member.
- Click Save changes.
Completing a Job
Jobs can be completed by changing the status to the "completed" status as defined in Setup > Tasks/Activities > Activity defaults.
You can also view your My Tasks listing and click the Mark activity complete link.
Adding Sales
To assign any sale to the project, and therefore recognise the revenue as attributed to the work, you must select the project within the sale itself.
Adding Purchases
To assign any purchase to the project, and therefore recognise the costs as attributed to the work, you must select the project within the purchase itself.
Billing Time
To bill time on projects the work needs to be raised as a Ticket in the Helpdesk.
Learn more about creating tickets
Adding/Billing Expenses
When users enter the expense claims they can select the project to which they are relevent, they can also specify whether the expenses are to be charged to the client.
