Projects applications and dimensions

Sage Intacct offers varying levels of project tracking. Your business can grow into more capability over time. Functionality varies by level of subscription.

Choose from the following options to manage projects with enhanced accuracy and efficiency.

Access to Projects applications and dimension is dependent on your user privileges and company subscriptions.
Subscription

Projects
User type

Business user with admin privileges

Business user

Project Manager

Employee

Warehouse
Permissions

Business user, admin: List, View, Create, Edit, Configure

Business user: List, View, Create Edit

Project Manager: List, View, Create, Edit

Employee: List View

Warehouse: list, view

Basic Project Tracking

Basic Project Tracking, also known as the Project dimension, provides the following functionality:

  • Create project records with descriptive elements.
  • Tag select financial transactions, such as AP bills, purchasing transactions, AR invoices, Order Entry transactions, and journal entries with a project ID for financial reporting.
  • Categorize projects and assign a status and project type.
  • Organize projects hierarchically into parent and child projects (up to 5 levels deep) and view the relationships are in the Projects list.

For more information on dimensions, see Types of dimensions.

Enable Basic Project Tracking

Basic Project Tracking is the Project dimension which you can enable in the following way:

  1. Go to General Ledger > Setup > Configuration.
  2. Under Dimension Settings, find Project and select the Enable check box.
  3. Select Save.

Project Costing

Project Costing includes Basic Project Tracking capabilities plus Time, Expenses, and Task Tracking. This bundle provides the following functionality:

Project Costing and Billing includes the features of Project Tracking plus

  • Break projects into tasks.

  • Record costs associated with project time.

Task Tracking

Task Tracking provides dimension capabilities with the following functionality:

  • Manage task transactions for General Ledger tracking and reporting purposes.
  • Capture task data for projects easily as you enter transactions.
  • Access fields on the Project information and Additional information pages.

For more information on dimensions, see Tasks and the Task dimension.

A task is bound to a specific project.

Enable Project Costing and Task Tracking

You enable Project Costing when you subscribe to the Project dimension.

  1. Go to General Ledger > Setup > Configuration.
  2. Under the Dimension Settings section, find Project and select the Enable check box.
  3. Select Save.

You enable Task Tracking when you subscribe to the Task dimension.

  1. Go to General Ledger > Setup > Configuration.
  2. Under the Dimension Settings section, find Task and select the Enable check box.
  3. Select Save.

Project Costing and Billing

Project Costing and Billing includes Basic Project Tracking, plus Resource Management and the ability to bill projects to provide the following functionality:

  • Utilize materials billing, scheduled billing, fixed price billing, percent complete billing, and milestone billing.
  • Access the functionality of Project Costing.
  • Track resource skill and certification.
  • Analyze resources and assignments, utilization, and forecasting.
  • Access the functionality of Basic Project tracking.
  • Access Sage Intelligent Time for AI-powered web and mobile timekeeping with suggested time entries and Time & Expense.
  • Present Project profitability reports in dashboards or download to your desktop.
  • Generate invoices for the following project types: Time and Materials, Scheduled, Fixed price, Percent complete, and Milestone.
If you subscribe with Revenue Management, you can enable revenue recognition on a different schedule from billing, based on percent complete, milestone, or costs.

Resource Management

Resource Management is included with Project Costing and Billing and provides the following additional functionality:

  • Operational and financial Gantt charts with drill-down capabilities
  • Assignment of resource skills and certification
  • Ability to find resources and assignments
  • Resource availability analysis
  • Out-of-office tracking
  • Forecast and usage reporting
Project Costing and Billing is required for the Resource Management.

Enable Project Costing and Billing and Resource Management

You enable Project Costing and Billing when you subscribe to Projects.

  1. Enable Project Costing.
  2. Go to Company > Admin > Subscriptions, find Projects in the list.
  3. Select the Projects button to enable the subscription, then select Configure.
  4. Under the Billable options, select the Enable project billing check box.
  5. Select Save.
  • For more information, see Configure Projects.

    • You enable Resource Management when you subscribe to Projects.

    1. Enable Task Tracking.
    2. Go to Company > Admin > Subscriptions, find Projects in the list.
    3. Select the Projects
    4. Under the Project and resource management, select the Enable project and resource management check box.
    5. Select Save.
  • For more information, see Configure Projects.

    • Grant Tracking and BIlling

    Grant Tracking and Billing includes the features of Project Costing and Billing, along with Time, and Expenses. Grant Tracking and Billing provides the following functionality for nonprofit (not-for-profit, NFP) organizations:

    • Create records with descriptive elements.
    • Tag select financial transactions with specific grant information for reimbursement requests.
    • Create grant or contract invoices, as needed.
    • Perform data analysis and create grant reports and dashboards.
    • Tag transactions as qualified or non-qualified expenses on a grant.
    • Track ALN information for SEFA reporting.

    For more information on managing financials for a nonprofit business, see Grant tracking and billing.

    Learn more

    For information on how to make the most of Projects subscription, see the following help pages: