What this does
Assigning costs to a project connects your bills and expenses to a specific job or initiative. This gives you a clear view of how much a project is costing and whether you are staying within budget.
When to use it
Use this whenever you receive a bill or log an expense that relates to a particular project. The sooner you assign costs, the more accurate your project reporting will be.
Step by step
- When creating or editing a bill, look for the Project field and select the relevant project from the dropdown.
- When creating or editing an expense, look for the Project field and select the relevant project from the dropdown.
- Once assigned, the cost will appear under that project's total spending.
- To review project costs, go to Reports in the top navigation, select Projects, and click on the project name.
- You will see a breakdown of all bills and expenses linked to that project, along with the total spend.
- If the project has a budget set, you can compare actual spend against the budgeted amount.
- To reassign a cost to a different project, edit the bill or expense and change the Project field.
- To remove a cost from a project, edit the bill or expense and clear the Project field.