Project Details	Enter a unique project reference, name and description for your project. From the Status drop-down list, choose the required project status. You can also set the expected start date and end date for your project.
Customer Details	Enter the customer's account reference, name, and order number linked to the project. If the project is internal or not connected with a customer, leave this section blank If you link the project to a customer, a summary of the project information appears on the  Projects tab in the customer record.
Site Details	If required, enter the address and contact details of the site where the project is taking place.

Billing Totals	This read-only section shows the amount you've billed your customer for the project so far and the last bill date.
Budget Totals	This read-only section shows the Total budget value taken from the Budgets tab. The Actual Variance is the Total budget minus the Actual cost. The Total Variance is the Total budget minus the Actual cost minus the Committed cost.
Revenue Totals	In the Price quoted box, enter the net price quoted for the project. The Profit to date and the Outstanding to bill values are based on the price you quote and the invoices you raise for the project.
Analysis Types	If required, enter up to three extra pieces of information relating to the project. You can use this information for reporting purposes.
Cost Totals	This read-only section shows the date of the last cost and the net total of all Actual costs and Committed costs.

The Activity window shows all transactions posted to a project. If you've set up sub-projects in the Structure tab, select Include Rolled Up Transactions to view all transactions, including those from sub-projects.

 The following transaction types appear in the activity window:

CC	Costing Credit	Project only cost postings.
CD	Costing Debit	Project only cost postings.
AI	Adjustment In	A stock transaction posted to the project.
AO	Adjustment Out	A stock transaction posted to the project.
PI	Purchase Invoice	This is a purchase invoice posted to the project.
PC	Purchase Credit	This is a purchase credit posted to the project.
BP	Bank Payment	This is a bank payment posted to the project.
BR	Bank Receipt	This is a bank receipt posted to the project.
SI	Sales Invoice	Represents a billing transaction created when you enter and update a sales invoice.
SC	Sales Credit	Represents a billing transaction created when you enter and update a sales credit.

The Budgets window lists all cost codes and you can enter a budget for each.

The information you enter here updates the Total budget value in the Analysis tab.

You can analyse and compare budgets to costs.

If a project is made up of several smaller projects. In the Structure window, you can view and amend the structure of your project and any associated sub-projects.

You can set up your project structure using the following options:

Add Existing	Adds an existing project record to the project structure.
Add New	Creates a new project record and adds it to the structure.
Expand All	Displays all sub-project records associated with the structure.
Collapse All	Rolls up the project records so sub-projects don't appear.
Remove	Removes a project record, including its sub-projects within the structure.
Arrows	Use these buttons to move the position of a sub-project within the structure.
View Type	This determines the order of the Name and Reference columns within the Structure window.
Analysis for	Displays a summary of the project costs. To include the costs of sub-projects, select the Rolled up totals check box.

In the Memo tab, you can enter text on the record and attach document shortcuts and filing system references using the Document Manager facility.

• In the upper Attachments pane, use Document Manager to add, view or delete shortcuts to electronic documents. Or you can enter filing system references
• In the memo pad, enter or edit the text as required. The text automatically wraps around onto the next line as you type