Step 1: Choose Core or Phase project management — Review the Overview of project management setups and workflows to pick the setup and workflow best suited for your business. If you aren't sure, start with Core to avoid uncategorized transactions on the Budget vs Actual table.

Step 2: Create project labels — Go to Settings > Operations > Project Settings and click Add Label. Enter a name and select a color. Repeat until all labels are created.

Step 3: Set up pricebook items — Go to Pricebook and ensure items are set up per the line item or rough item estimate approach. For line item estimates, add relevant services, materials, and equipment. For rough estimates, create generic summary items and apply appropriate project label defaults.

Step 4 (Phased Project Management only): Create job types — Go to Settings > Operations > Job Types and click Add. Create a job type for each project phase, assign the project label, and repeat until all job types are created.

Step 5: Set up payroll information — Go to Settings > People > Technicians, click Edit for each technician, and enter relevant payroll information such as pay rate and labor burden.

Part 1: Core and Phased project management

Part 2: Project Portfolio

Use this high-level overview of your projects and manage them based on the information presented, including budget, invoices, payments due, and more.

Part 3: Project sub-statuses

Add custom sub-statuses to better define the stages of completion of your projects.

Project Management Settings

Efficiently manage your project management settings in one place.

Progress billing and related features must be enabled by your Customer Success Manager or Pro Account Manager. Reach out to them directly to have these features turned on for your account.

A project will not appear in the WIP - Percentage of Completion report if it does not have a budget set. Make sure the project has a budget entered in the Budget vs Actual table. Projects without a budget are excluded from this report.

This typically indicates a double costing issue. This can happen when chargeable materials are used, when a job is booked from a sold estimate, or when progress billing is combined with Applications for Payment. Review the double costing guides in the Key Workflows section to identify and resolve the source of the discrepancy.

Labor hours are categorized based on the project label assigned to the job type. Hours from jobs without a project label assigned to their job type will fall under the general Labor category. Hours from jobs with a project label (e.g., Rough In) will appear under that label. Review your job type settings and ensure each phase has the appropriate project label assigned.

Project Portfolio is a separate feature from project management and must be enabled independently. Contact your Customer Success Manager to have Project Portfolio turned on for your account.