Prerequisites:
Before proceeding, ensure you have an admin role.
Step-by-Step Instructions:
Step 1: Enable Job Project
Step 2: Create or Update Job Projects
Change to the "Standard" side and click on Projects on the left side menu.
Creating a New Project:
Click "New Project" to create a new project.
Project Title: Choose a descriptive title for your project.
Project Description: Provide a brief overview or summary of the project.
Project Goals/Objectives: Outline what you aim to achieve with this project.
Project Timeline: Specify the expected start and end dates or duration.
Project Owner: If applicable, assign the project to a specific user. This can be used for approval purposes.
Budget: Add the budgeted amount if relevant.
Updating an Existing Project:
Click on the edit (pen icon) next to an existing project.
Under Budget Lines, enter the description for Budget Line 1.
Enter "Budget Amount".
Select Start Date and End Date.
Select Budget Type.
Click "Add Line" to add another line and repeat the steps.
Click "Submit Project" after adding all the budget lines.
Step 3: Verify the budget lines on the request/order screen
For this example,
Change to "Standard" and navigate to Orders to create a New Order.
Select an option from the "Project" field.
Click "Add Line Item" to add a line.
Select a budget from the Budget Line field.
FAQs
1. Can I modify a Job project after submitting it?
Yes, you can modify a job project by opening the project you wish to edit > Actions > Change project > make the necessary changes and click on "submit project".
2. Can we send a Job Project for approval?
Yes, an admin can set up an approval workflow for Job projects by selecting Job projects in the "Workflow Scope" while creating a workflow.
3. How can I set up approvals based on Job Projects?
4. Does creating a Project in QuickBooks automatically create a Job Project in ProcureDesk?
No. Projects in QuickBooks and Job Projects in ProcureDesk are separate. When you create a project in QuickBooks, ProcureDesk syncs it as a Project Code, not a Job Project. You can find synced Project Codes in Admin mode under General Settings → Manage Project Code.
To use a QuickBooks project in ProcureDesk as a Job Project, you need to create the Job Project manually in ProcureDesk under Insights → Projects, and then link it to the corresponding Project Code using the Project code dropdown on the Job Project form.
5. I synced a Project Code from QuickBooks but cannot find it under Projects in ProcureDesk. Where is it?
Project Codes and Job Projects are two different things in ProcureDesk. A synced Project Code from QuickBooks appears in Admin mode under General Settings → Manage Project Code , not under Insights → Projects. To see it under Projects, you need to create a Job Project manually and link it to that Project Code.
6. Why is the Project Code not appearing in the dropdown when creating a Job Project?
The Project code dropdown on the Job Project form pulls from your list of Project Codes in Admin mode. If the code is not appearing, go to Admin → General Settings → Manage Project Code and click Import to trigger a manual sync from QuickBooks. If the code still does not appear after importing, contact your admin to verify the sync status.