Configure Projects

You can customize a project by selecting options that determine how the Projects application works.

  • Specify transactions as billable: credit card transactions bills, purchasing transactions, employee expenses, timesheet entries, and General Ledger transactions.
  • Set automatic numbering for new projects, tasks, estimates, and change management.
  • Use account groups to capture the financial summary information for each project.
  • Track grant information.
  • View budget information for a project.
The Time application requires a separate subscription. For information on how to enable or acquire a subscription, contact your Sage Intacct account manager.
Permissions and other requirements
Subscription

Projects

Regional availability

All regions

User type

Business user with admin privileges
Permissions

Admin privileges for Projects: List, View, Add, Edit, Delete, Configure
    1. Go to Projects > Setup > Configuration.
    2. Select Projects and then select Configure.

    3. To associate budget information with the project, do the following:

      1. Go to the Project Summary > Financial summary budget and comparison.

      2. Select the Show budget column and Show budget difference column so those columns appear on the Project summary tab.

      3. Set a Default GL budget ID and Default account group for budget.

    4. Set other necessary options to configure the project.
    5. Enable the Project dimension in the following way:
      1. Go to General Ledger > Setup > Configuration.
      2. Find the Dimension settings section and select the Project dimension check box.
    6. Select Save, to save the project configuration.