Creating a New Project

Some businesses do projects for their clients. Zoho Books provides a unique way for handling projects. You can:

To create projects in Zoho Books:

Field Description
Project Name Enter a unique name for your project.
Description Describe your project in a few words.
Customer Name Select the customer for whom you’ll be creating the project.
Billing Method Select the billing cycle of the project.
Total Project Cost Enter the project cost for which you will be billing your customer.
Users Select a user to work on the project. You can also add an extra user by clicking Add User.
Tasks Enter the tasks that need to be done in order to complete the project. You can add more tasks by clicking Add Task. Tasks can also be added later for the project.

There are four types of Billing Methods:

Fixed Cost of Projects

If you select the Fixed Cost of Projects under the Billing Method, you can enter the different tasks.

Fixed Cost of Projects

Based on Project Hours

If you select the Based on Project Hours under the Billing Method, you can select the billable tasks.

Based on Project Hours

Based on Task Hours

If you select the Based on Task Hours under the Billing Method, you can Rate Per Hour for each task.

Based on Task Hours

Based on Staff Hours

If you select the Based on Staff Hours under the Billing Method, you can select Rate Per Hour for different users wiorking on the project.

Based on Staff Hours


Reports for Timesheets

To view the reports for timesheets created in Zoho Books:

Timesheet Reports


See Also:
Adding a New Task for a Project?
Logging time for Tasks in Projects?

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