The Project Register

View - Project - Project Register

In the Project Register, you can register projects and keep an overview of the many Contacts, Sales, Invoices, Quotations, Activities, Documents, Time sheets, Products, Employees, and Sub-projects linked to the project. It could prove helpful to use the Project register in order to be able to monitor expenses and revenues linked to a project as well as being able to see whether or not the project is profitable.

In User settings for Project you can define default values for several of the fields in the top half of the project card. When setting up default values you avoid having to fill out information that is the same for all projects.

Note! A project cannot be deleted if it is referenced in other modules. If the project is no longer active you can set it to Inactive by selecting Yes in the Status pull-down menu.

The Project status button supplies an overview of the displayed project. You can view all registered hours as well as orders and purchases that were made in connection with the project.

By using the Change Status button you can change project status and register the date it was amended.

The Project Status overview button provides an overview of the status changes that have made through the Change Status button. You can view date, status and duration for each status the project has had.

More information about the fields in the main window can be found here.

Tabs in the Project Register: