Enabling Project Features

To track projects with basic project records, you must enable the Projects feature. For more information on basic projects, read Basic Projects.

To track projects with more advanced project records, you must enable both the Projects feature and the Project Management feature. For more information, read Using Project Management.

To use milestone billing with Project Management, you must enable Projects, Project Management and Advanced Billing. For more information, read Projects and Milestone Billing.

To use resource allocations with Project Management, you must enable Projects, Project Management, and Resource Allocations. For more information, read Resource Allocations.

To use job costing and project budgeting, you must enable Projects, Project Management, Job Costing and Project Budgeting, and Time Tracking. For more information, see Job Costing and Project Budgeting.

To enable features:

1. Go to Setup > Company > Setup Tasks > Enable Features.
2. Check these boxes to enable features:

• To use basic projects, check the box next to Projects.
• To use Project Management:

1. Check the box next to Projects and
2. Check the box next to Project Management.

• To use milestone billing:

1. Check the box next to Projects and
2. Check the box next to Project Management and
3. Click the Transactions subtab and check the box next to Advanced Billing.

• To use resource allocations:

1. Check the box next to Projects and
2. Check the box next to Project Management and
3. Under Resource Management, check the box next to Resource Allocations.

• To use job costing and project budgeting:

1. Check the box next to Projects and
2. Check the box next to Project Management and
3. Check the box next to Job Costing and Project Budgeting and
4. Click the Employees subtab, check the box next to Time Tracking.
5. Click Save.