Enable General Company Projects Features

Enable the following features on the Company subtab of the Enable Features page at Setup > Company > Enable Features.

Feature

Description

Projects

Track projects for customers. A project is a subrecord of a customer record that shows costs and revenues for a particular project.

Project Management

Track additional information about projects and keep them separate from customers.

Planned Work

Track projects by creating a fixed project plan. Project plans are not adjusted when work is tracked outside the original fixed plan.

Job Costing and Project Budgeting

Calculate costs for project labor and account for those costs in your general ledger, and create project specific cost and billing budgets.

Advanced Project Profitability

Create a customized project profitability report based on accounts and items instead of transactions.

Activity Codes

Use activity codes to classify transactions across projects and customers when using Advanced Project Budgets.

Advanced Project Budgets

Advanced Project Budgets enables businesses to create a custom hierarchical structure for tracking project expenses and costs.

Related SuiteApps

  • Project Task Manager

Manage and edit project task assignments using a graphical interface that displays project resources and assigned tasks. For more information about installing the Project Task Manager SuiteApp, see Project Task Manager.

Related Topics

General Notices