Projects

Lessons

1. 01

   Your projects at a glance

   This lesson shows three places that tell you how your projects are doing: the project list, a project record, and the Projects workspace. The screens use example data from a demo company that sells flooring.

   2:46 film · written guide · quick check

2. 02

   Link a project to a sales order

   This lesson shows how a project is tied to the sales order, delivery and invoice for one job, and how a project template fills in the tasks.

   2:43 film · written guide · quick check

3. 03

   Tasks

   This lesson shows how to create a task, assign it to a person, link it to other work, and read its status, including Overdue.

   2:38 film · written guide · quick check

4. 04

   Project-wise delivery and billing

   This lesson shows how to see, for one project, what was ordered, what was delivered and what was billed. The screens use example data from a demo company that sells flooring.

   2:29 film · written guide · quick check

5. 05

   Time and cost

   This lesson shows how logged hours and purchase invoices become cost on a project. The screens use example data from a demo company.

   2:41 film · written guide · quick check

6. 06

   Project profitability

   This lesson shows how to read a project's revenue, cost and gross margin on its Costing tab, how to spot a thin job, and how the Gross Profit report compares projects. The screens use example data from a demo company that sells flooring.

   2:37 film · written guide · quick check

Next course: Work Faster