Account Administrators can add new projects to your account from the Projects section of the Admin area.
Note: Projects can be added individually or you have the option to import your projects.
To add new projects individually, follow the steps below:
1. Click the Account Name > Admin.
2. In the Account Setup section, click the Projects subheading.
3. Click the Add button and select New Project from the drop-down.
4. On the Details tab, enter the details for the new project.
Project Name - provide a name for the project, which will be displayed to users when they select a project.
Description (optional) - add a description that the user can see when 'View Projects' is clicked when selecting a project.
Reference (optional) - add a reference for the project. This is typically where you add a reference or code that can be used to map to your accounting package.
Active - tick the checkbox to make the project visible to your users. Where the checkbox is unticked, the project will be marked as inactive and will be hidden from your users.
Note: You can still report on inactive projects.
5. On the Billable tab, set any Billable conditions for the project.
Billable - select whether the project is billable or not.
Categories - select if you'd like the project only to be billable when a certain category is selected by clicking the collapsible menu, then tick the checkboxes next to the relevant categories.
Note: The project Billable option must be set to 'Depends on Category' when selecting categories.
Note: If you do not want your users to be able to override the project's billable settings, you must disable the 'show billable option' setting in the Advanced > Additional Settings section in the Admin area.
6. On the Applies to tab, select the expense types the project should be applied to by ticking the corresponding checkboxes.
Note: If you have the Invoicing module, tick the 'Invoicing' checkbox to make the project available in the Invoicing module.
7. On the Approval tab, assign an approval flow to the project if you'd like to utilise project level approval flows.
Note:
Project-level approval flows take priority over department-level approval flows and user-level approval flows.
You must have already created the approval flow to assign this to the project.
Approval Flow - set the approval flow expenses assigned to this project will follow.
Invoicing Approval Flow (Invoicing Module only) - set the approval flow purchase requests and invoices assigned to this project will follow.
8. On the Visibility tab, expand the collapsible headings and tick the checkboxes to select which departments, user groups, and users can select the project.
9. Click Create.