Managing Projects
Once you have created a project and associated it with a client, you can start adding various product and service items from Inventory to track your work.
Adding a project item
- Double-click to open the appropriate project in the Workspace.
- Click the Add button in the Bottom Bar or click on the item list to add a new item.
- Select an inventory item from the pop-up list or enter the following details manually:
- SKU. If you choose a service SKU, a timer button will appear next to it.
- Units/Hours: Enter the number of items to be sold or hours required to perform a certain service. If you do not know how long it will take to perform the job, use the Timer feature. You can launch or stop it by clicking the Play/Stop button next to the SKU field.
- Description
- Rate
- Tax: Choose one of the tax rates provided in the list or enter a new one manually.
To remove a project item, place the cursor over the entry and click the "-" button at the left-hand side of the entry.
To place the project items in a particular order, click on a column header once or twice, depending on the order desired. You can also drag items to the desired place one by one. To rearrange the columns, drag the column headers left or right.
To view the project history, click on the clock icon in the top right-hand corner of the project information field.