Add a project

Add a project when work starts for a customer and you need to issue stock against it. Stock is issued against the project and its customer, which keeps a clear record of where units are used.

How to add a project

1. From the side menu, open Master data and click Projects.
2. Click Add project.
3. Fill in the fields described below.
4. Click Create project, or Cancel to discard.
5. After saving, you can assign units to the project and record movements against it.

Fields

• Project code (required) — a unique code, for example PRJ-001. Follow the pattern used in your organization.
• Project name (required) — a clear name that describes the project.
• Customer (required) — the customer the project belongs to. If the customer is missing, add them first under Customers.
• Notes — any relevant details, such as site details or issue conditions.
• Project is active — on by default. Only active projects can receive issued stock, so turn it off if the project is still being set up.

Note

Only active customers can be selected. If the customer you need is inactive, activate them first from Customers.