How To Add Project Details

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If user wants to link any invoice to specific project, they can do by following method.

Click and select the option if required project is given in drop down section.  

If your project is not given in below section, just write your project name in given space, you can see “Add New” option is given on drop down section, written in blue font.  

Click on Add new option 

Click on Add new  

Once you click on “add new” option you can see a new window comes on your screen. Through this page, it allows user to add new project into system by entering important project details. 

Fill the following information as given below;

Enter project name   e.g. goods Import

Click and select project status like it is planning, initiated, execution or completed.

Select the start date when the project begins.   e.g. 11/01/2025

Enter expected end date of projected completion.   e.g. 12/05/2025

Enter actual end date (if the project is completed). Leave blank if still in progress.   e.g. 12/30/2025

Click and select currency, in which the project financial will be paid.   e.g. AED, USD etc.

Enter total Expected cost for completing this project.   e.g. AED 500000

Enter VAT of company registration number   e.g. 0100000

Enter Project brief description of the project. Like its objective, scope or notes etc.

Attached relevant project document- drag and drop-down file into the upload box or click “browser file” to select from your device.

Default Address 

Enter Building/House Number or Name   e.g. XYZ trading THE METROPOLIS TOWER

Enter correct Postal/zip Code in it.  e.g. 122345

Enter the Address Line 1 & 2   e.g. Add floor name, street name, block, building name area, etc.   e.g. floor number 0, XX building, West Dubai

Enter the city name.  e.g. Dubai

Select or type the state or province.  e.g. Dubai

Choose the country from the dropdown list.  e.g. UAE

After completing all required fields, click on save button located at the bottom to add details of project to system.

Once you save the project details to system, go back to pervious page and then fill all the details.

At this time user will see that their project in Add project option. Now add all remaining details in system and create the form.