Making a project
Along with slips, projects form the basis of the Billings workflow, which is designed to reflect the organization of work in real life. All tasks—in the form of slips—along with estimates, file references, web references, and notes are grouped by project.
If you are new to Billings, you will see a 'New Project' button when you launch Billings if your project list is empty. Click this button to create a new project. Or, begin by selecting a client in the client list, and do the following.
To make a project
- Choose File > New Project.
A new project window opens.
- Enter the appropriate information. Keep the following in mind:
- You can nickname your projects. If you choose to add a nickname, the Project list shows the nickname you have provided.
- You can choose a status for your project in the State pop-up menu. This is useful because certain reports and elements of the user interface depend on active projects, and hide completed projects that are no longer relevant.
- Click OK.
Extra fields are useful if you want to keep track of additional information about your projects beyond that which Billings normally records. Billings lets you keep track of project names, nicknames, project codes, and purchase order numbers, but you may want to note other data, such as a client ID number or a project website address.