Solution Properties
Solution ID:
201124173304383
Last Modified Date:
Wed Mar 12 13:36:50 UTC 2025
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
The Projects module
Description

The Projects module provides the features you need to maintain accurate details about projects. It helps you to track and evaluate the costs incurred too. 

Cause
Resolution

With the Projects module, you can enter and monitor all project costs. This ensures you know the exact cost to complete a project and how much to charge customers for profit. Track expenditure to avoid costly overruns and monitor non-profitable or in-house projects.

 NOTE: The projects module is only available in Sage 50 Accounts Professional. To upgrade, leave your details and we'll be in touch.

To activate Projects

  1. On the menu bar click Settings, click Company Preferences and if prompted, enter your password.
  2. Click Parameters, click the Enable Project Costing check box then click OK.

Projects appears as one of the modules in the navigation bar.

Below are the options available in the projects module.

New

Opens a blank project record, where you can:

  • Create a new project record.
  • Open an existing project account record to view or edit. To do this, from the Project drop-down list choose the required project record.

Read more >

Edit 

Opens the selected project record to view or edit.

Read more >

Wizard

For more help with creating a project, you can click Wizard.

Duplicate

You can copy details to new project records using the duplicate option. This option activates only when you set the Projects window to Standard view and select a project.

Activity

You can use the project record's activity to view all transactions associated with the selected project record. 

Charges

Records a charge to the selected project. This only affects the project, and not the nominal codes.

Credits

Records a credit to the selected project. This only affects the project, and not the nominal codes.

Resources

Open the Resources window, where you can add new resources for your projects. For example, you can set up regular contractors as a resource.

Enquiry

To help you track projects, you can use this option to analyse the actual costs against budgets for each project, cost type and cost code. To show a further breakdown, you can drill down on any of the values.

Reports

Use this option to open your project Reports folders which include project cost reports, profit reports and day books reports.

Other options

  • Delete - Use this option to delete project codes that are no longer required
  • Swap - Available in Standard view. If you've selected items, use this option to reverse the selection
  • Clear - Available in Standard view. If you've selected items, use this option to clear the selections
  • Expand all - Available in Structure by name or reference view. Use this option to expand all project structures and view all project codes
  • Collapse all -  Available in Structure by name or reference view. Use this option to collapse all project structures
  • Print list - Use this option to print the list of items in this window
  • Send to Excel - Use this option to export the list details to Excel


Steps to duplicate
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