Creating and Duplicating Projects

Creating a project in acclux accounting is one of the first steps to getting started. After you create a new project, you’ll be able to create its tasks, follow project progress and invoice the project tasks.


Creating new project

• Go to Projects section then go to Projects list.
• Click on New
  
   
• Enter the project details in the following details:

  Project name:	add a project name.
  Client name:	select the client name.
  Description :	add a project description.
  Status:	select the project status.
  Due date:	select project due date.
  Estimated cost:	enter the estimated cost of the project.
  Estimated fees:	(read only field) calculate the total of the project's tasks estimated fees.
  Actual cost:	(read only field) calculate the actual cost of the project. Project cost is assigned from record expense .
  Actual fees:	(read only field) calculate the total of the project's tasks actual fees.

• Click Save if you want to save the project and return to projects list.
• Click Save/ Task if you want to save the project and add new project tasks.
   

Duplicating project

• While you are in the Projects section, Click on Duplicate button
  
   
• A confirmation message will appear
• After you confirm, your projects and its related tasks will be duplicated