Chapter 3. Projects

Table of Contents

Adding Projects
Removing Projets
The Detailview
  1. List of all projects

  2. Add/remove projects

  3. List of documents assigned to the selected project

  4. Search for projects

  5. Edit project details

  6. Click to set the main customer for the selected project

  7. Toggle project activity

  8. Show/hide detail view

A project is a logical group to manage your quotations, invoices and tasks. By using projects you can reduce the time to create invoices. For a person providing a service are projects inevitable because you can manage your tasks and invoice them with one click.

For example: you are involved in a project with a long life cycle.

  1. Create a project and assign a customer to the project. Whenever you add a new invoice or a quotation to the project the assigned customer will be used as owner of the invoice/quotation.

  2. Enter your tasks to the project and invoice them with just one click. You have always an overview about the time you have invested to the project.

Adding Projects

Click the plus button in the project view. Enter a new project name and click ok. The newly added project will be shown in the projects list.

Each project has a project number which will be generated using the given format. You can set the format for project numbers in the preferences.

You can use the project number in your invoice and quotation numbers. You can also use it in the layout designer to print the project number in invoices and quotations.