A lot of businesses sell products or services as one job or project, to help you record and keep track of the individual projects, how much you've billed your customer and the profit you've made you can set up project records.
There are various tabs available to record your project information. However, most of the critical information required needs to be entered on the Details tab.
To create a new project record in this window enter a project reference and any other required details then click Save. Alternatively, you can create the record using the New Project option that starts a wizard which guides you through the process.
Find out more about how to enter information in:
Details | Analysis | Activity | Budgets | Structure | Memo |
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