Project statuses
Create a project
1
Go to Management → Projects → New Project
2
Enter the main details
- Name of the project.
- Customer it belongs to (required).
- Start date and end date (optional).
- Assigned budget.
- Initial status (default: Planned).
- Optional description.
3
Save
View a project’s detail
When you open a project you can see:- Associated sales — all the invoices and sales documents linked to the project.
- Associated payrolls — the pay slips where this project was assigned.
Filter projects
The list shows a summary (projects, in progress, completed and total budget) and can be filtered by status or searched by name or description. In the detail view, the status is changed by clicking the status tag in the header.When creating a payroll or a sale, you can optionally link it to the corresponding project to centralize cost and income tracking by project.