Create a Project Record

Related topics

Set up your company to use a project budget

Set up an asset account to allow project allocations

Remove a project

Allocate amounts to a project

Change or set up project options

Rename the Project module

Display and print a list of your projects

Create a project budget

Turn on the project setting for your company.

To add a project:

  1. Create a new project record.
    1. In the Home window, click Projects on the navigation pane.
    2. In the Tasks pane, right-click the Projects icon and select Add Project from the menu.
  2. In the Project box, type a project name.
  3. Click Save and Close.