Adding projects is a great way to categorize expenses based on their field of work. The projects field is added to an expense form, and employees can choose the project under which they need to file the expense.
In order to add new projects, click on the gear icon next to your profile, on the top right corner of your screen to go to Admin settings.
From the left-hand sidebar, click on Organization and select Projects.
You can add projects individually or in bulk. Select your preference by clicking on the required button.
This will take you to an Add Project form where you can fill in various details of the project. Fields marked with an asterisk are mandatory to be filled, without which the project will not be saved.
Project Name: Enter a name for the project
Categories: Select categories from the drop-down menu for which the project will be applicable.
Once you have filled in the details, click on the Add Project button.
The project will be added to the list and you can use the Search bar to search for a particular project.
Bulk Add/Update Projects
Click on the Download Template button to instantly download an Excel template in which you can fill in the project details.
Once filled in, click on Upload File to upload the template.
On uploading the template, the projects list will populate with the data you have entered.
If a project is no longer in use and you do not want it to show as an option on the expense forms, you can disable it by toggling it to No. To re-enable the project, use the same step to toggle it to Yes.
You can select multiple projects at once and disable or enable them all at once.
If you wish to disable projects entirely, click on the Disable project module button in the top right corner.
To get you a clear view of only active or enabled Projects, we have a quick filter that is by default applied - Enabled: Yes.
There are other filters on this page that can help you identify only the relevant ones. You can apply the Project Name filter and Project Approver filter, apart from Enabled: Yes or No.
Following the mentioned steps, you can easily add, enable and disable projects for your organization.
To learn more about how to add cost centers, click here.