Create a Project
Add a new project, then fill in its Overview tab. Owners, Administrators and Managers can create projects.
Tip
You can create two separate projects to track the Pre-construction and Construction phases separately. This lets you set a budget for the pre-construction work and track time and expenses against it.
Here are the steps to follow:
Start a new project
In the left menu, click Create New and pick Project. Or go to the Projects page and click Create Project.
Name the project
Type the Project Name and click Add. You can use the client's name, residence or address, like Smith Residence or 123 Main Street.
Fill in Project information
The project opens on its Overview tab. Enter the Address, then pick the Contract Type and Project Type. New projects start as Fixed Cost. Cost Plus projects also get a Client Summary tab. See Switch Contract Type.
Check Finance
The markups and tax come from your Company Settings. Change them here if this project is different. See Set Up Markup Costs. We recommend the same markup on all COGs in a project.
The markup boxes lock once the project has an expense, an approved estimate or an approved change order. The tax box locks once the project has an expense.
Fill in Dates
Enter the Start date and the Estimated Duration, Weeks. There are about 4.31 weeks in a month, so a six month job is 26 weeks. Round up, since jobs tend to run long. Project Status starts as Active. When the job is done, see Make a Project Inactive.
Fill in Client
Enter the client's Name, Phone Number and Emails. All three are required. The name shows on estimates, change orders and client summaries. You can enter one phone number, and several emails with a comma between each one.
Pick Payment Terms
Under Billing, pick the Payment Terms, like Net 7. They set the due date on this project's invoices.
Connect QuickBooks
If you use QuickBooks Online, pick the QuickBooks Customer and QuickBooks Tax Code, and choose whether bills go over as billable or non-billable. See Should expenses be billable or non-billable when sending to QBO? If you don't see what you need, add it in QuickBooks, then resync on the Integrations page.
Check Members
Everyone on your team is added to every new project. Job Access gives a member access to this project. Invoicing Access lets a manager create and manage invoices for this project; it saves right away. On Cost Plus projects, check each Charge Rate $. Changing a rate here does not change Company Settings.
Click Save
Click Save at the bottom of the page. If something required is missing, the page scrolls to it and nothing is saved. Your project now shows on the Projects page.
If you have any questions or need support:
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