Projects are used to track the financial and operational performance of specific business initiatives, clients, or contracts. Each project can include expected revenue and expenses, timelines, and work estimates. This helps with budgeting, monitoring, and evaluating profitability across different activities.
Project Creation Includes:
Project Name & Description – Define the title and purpose of the project.
Estimated Earning & Expenses – Set budget expectations.
Start & End Dates – Track timelines and project lifecycle.
Estimated Project Hours – Useful for time-based costing or labor planning.
Files Tab – Upload supporting documents like contracts or plans.
Once created, projects can be linked to transactions like bills, invoices, or journal vouchers to consolidate all related entries for reporting and analysis.
How to Create a Project in NuMetric Dashboard
1. Go to Projects in the left menu.
2. Click Create a project.
3. Fill in the Project Name.
4. Enter a Project Description.
5. Add Estimated Earnings.
6. Add Estimated Expenses.
7. Set the Start Date.
8. Set the End Date.
9. Enter Estimated Project Hours (used for Timesheet tracking).
10. Upload any relevant Files in the "Files" tab.
11. Click Create to save the project.
