Check Project details

After you click on the new project name, you can see a new page open in front of you. On the top side, it shows you summarized information of project details regarding project status and expected end date; you can add invoice and bill details in it too.

You can also directly access invoices, bills, quotes/proformas, purchase orders, and inquiries directly related to specific projects. 

To add information in these accounts, first you have to create this account, like going to “How to Create Invoice,” “How to Create Bills,” “How to Create Quotes/Proforma,” and “How to Create PO.” All these sections are available in the customer/supplier or sale/purchase sections. You just have to go there, read the instructions, and create the account. The system will automatically add the information here as well.

You can have action buttons present on the top right side of the details.

There are different options available in it. 

1. Edit Project 

If you want to edit the project details, go to the Actions buttons section and click on “Edit Project.” The previous window opens in front of you. You can edit the information and then save it.

2. Profit and loss  

When you click on the profit and loss button, it shows you the profit and loss statement of that specific project. You can directly access the profit and loss statement of a specific project. 

At the top you can see two options available, i.e., “Year” and “Range”; you can click and select the year and range as per your requirement. In this way, you get specific time data.

Also, you can download the profit and loss statement in PDF and CSV form; the options are located on the top right side of the table. 

3. Delete Project 

Delete button—permanently removes an account, record, or item from the system. e.g., permanently removes project detail from the system. 

4. Download Statement 

You can also download the statement in PDF or CSV form by clicking on the button of “download the statement.” 

In this way you can create a project account and directly access the project’s specific details.