Project creation

How do I create a new project if I have no Purchase invoices to create against the project. I am supplying labour only to a job therefore no purchases against it. I do however require to make adjustments (labour and overheads) against the project but I cannot create the project in this screen?

Hi @ESL62

The basis of all project tags are invoices and estimates, so at least one of these will need to be tagged to a project for the tag itself to exist. This could be:

  • Estimate / quote
  • Sales invoice
  • Purchase invoice
  • Purchase order

At the minute none of these exist for this project. All I wanted to assign to the project were the adjustments for labour and overheads.

Unfortunately you can’t create a project tag without one of these documents being in place.

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