Introducing the Projects workflow

Before you begin:
Decide on a project type.

1. Add a project.

2. Add tasks.

3. Assign resources.

4. Enter billable transactions.

5. Generate project invoices.

6. Run project reports.

Last modified: Nov 13, 2025

© The Sage Group plc or its affiliates (“Sage”) or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.