Sage Intacct Projects

Learn about Projects

Welcome to Projects

Projects applications and dimensions

Learn about project types

Introducing the Projects workflow

Start a project

Set up projects

Set Projects permissions

Enable Projects tabs

Create a default purchasing tax schedule

Field descriptions: Project information

Create projects and tasks

Add a project

Edit a project

Work with project tasks

Configure project dimensions

Configure task dimensions

Connect projects with FAM CIP assets

Assign resources

Schedule resources

Manage projects

Use project estimates

Switch currencies and drill down to financial data

Organize related projects

Work with project groups

Manage projects records

Manage earning types

Manage project transaction rules

Delete projects

Bill and invoice projects

Generate project invoices

View project billing

Use billing templates

Enter billable transactions

Use project transaction rules

Manage costs

Configure retainage

Manage retainage

Recognize revenue

Use project revenue recognition

Work with project revenue recognition schedules

Use automated WIP relief

Generate project reports

Run project reports

Explore reporting solutions

ICRW Report library

IVE learning journey

Use industry solutions

Nonprofit Projects

Construction projects

Contracts with projects

Discover more

Projects video library

Projects on-demand training

Sage University