Projects
Exporting Projects
In the project List View, there is the button option to "Export Projects" Click this button and an Excel spreadsheet will be generated. This will have a list of the projects and the values of where you are with the projects.
Project Nominal Restrictions
Project Nominal Restrictions If you create a Project, you can specify which Nominal codes (GL Codes / Account Codes) a buyer can choose from. Firstly, when editing the project, switch the Nominal restriction to On. If you have already set a budget ...
Project Budgets
Project Budgets The Zahara Budgets module allows you to create a Budget against either GL codes (nominal codes) or Cost Codes. Once a Budget has been created it can be assigned to a Project. The order of actions would be to: Create your project – set ...
Managing Projects
Setting Up Projects Projects are a ring-fencing of spend and can be used in a number of ways. They are designed to be used for job costs or project costs. However, if you are a Xero user you can elect to use Projects in Zahara with a tracking ...
Importing Projects
Business > Projects You can import your projects in exactly the same way you can import other assets. Click on Import Projects Download our template Populate our template Import the saved CSV file back in Gotcha ! Make sure you put the dates in the ...