How to set up projects

1. Sometimes the Projects module is inactive. See The Projects module is missing on how to activate the module.
   TIP:

   If Projects has a different name, find out the module name by going to Setup, Settings, Company, then Features. It'll be the last option on the list.

2. From the main menu, select Job Sites or Projects.
3. Select File, Create.
4. Enter the name in the Job Site/Project section.
5. Select the Start and End Date.
6. Enter the Balance Forward for Revenue and Expense if there's any.
7. Select the Budget tab.
8. Enter the Budget information if there's any.
9. Select the Additional Info tab.
10. Enter any Other Information.
11. Select Save and Close.

How to allocate revenue and expenses to Projects