A project serves as a subrecord within a customer record, providing a dedicated space to monitor the financial aspects of a particular endeavor. By associating projects with customers, businesses can track costs, revenues, and other relevant data specific to each project, ultimately improving financial management and decision-making processes.
To create a project within a customer record, follow these simple steps:
- Access the Customer Record: Navigate to the customer list. Locate and open the customer for whom you want to create a project.
- Go to the Sales Tab.
- Access the Project Subtab: Within the “Sales” tab, click on the “Project” subtab.
- Create a Project: On the project subtab, you’ll find options to create a new project. Click on the “Create Project” button to initiate the process. Provide the necessary details such as project name, start and end dates, and any other relevant information required for accurate tracking.
Enabling Project Functionality: –
- Locate the Setup Menu. Navigate to Enable features in the Company setup.
- Go to “Projects” under the Company subtab.
- Check the Project Checkbox and click “Save”.