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.

The Project status button provides 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 and time 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.

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 If the project is no longer active you can set it to Inactive in the Status drop-down menu.

The Status drop-down list in the upper-right corner of the window indicates the current status of the project. When you open the project module, the last changed project will be displayed. You can use the drop-down list as filter if you want to open other statuses. Read more in The Status Drop-Down List.

More information about the fields in the main window can be found in How to create a new project.

Tabs in the Project Register

Contacts, read more in Project Register: Contacts
Sales and Invoicing, read more in Project Register: Sales and Invoicing
Quotation, read more in Project Register: Quotation
Purchase, read more in Project Register: Purchase
Activities, read more in Project Register: Activities
Documents, read more in Project Register: Documents
Time Sheet Input, read more in Project Register: Time Sheet Input
Products, read more in Project Register: Products
Employees, read more in Project Register: Employees
Sub-Project, read more in Project Register: Sub-project
Accounting, read more in Project Register: Accounting
Gantt_Chart, read more in Project Register: Gantt Chart