How to track a project's profit, budget and work in progress

Create the project once, pick it on the lines that belong to it, and its income, costs and profit build up as you work.

Checked against the product on 2026-10-08

Steps

Add the project
Choose Projects, then Add. Give it a name, its Customer and Status, and a Revenue budget and Cost budget if you have them.
Tag the lines
On an invoice, bill or expense, choose Show dimensions and pick the project on each line that belongs to it.
Follow the job
Open the project for its Revenue, Costs, Profit and Margin; under Budget by account, set what each income and cost account should come to.
Check work in progress
Choose Work in progress and a date under As of: each job's share complete, what it has earned and billed, and any over- or under-billing.

Was this guide helpful?

Set up for Saudi Arabia's rules from the first day.