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Create a New Project

Different businesses have different methods of billing for their projects. It depends on the kind of work that is being done in the project. In Zoho Books, you can create projects based on their billing methods.

On selecting,
(i) Fixed Cost for Projects

Fields Description
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 on Add User.
Tasks Enter the Tasks that need to be done to complete the project. You can add more tasks by clicking on Add Task.
Tasks can also be created later for the project.

(ii) Based on Project Hours

User and Task fields are the same as for the above section.

Rate per hour: Enter the rate that will be changed for an hour of work that goes into this project. At the completion of the project, you can charge your customer based on the number of hours logged for the project.

(iii) Based on Task Hours

User field is same as for the above sections.

Tasks: enter the tasks and the rate that will be charged to finish that particular task. At completion of the project, you can charge your customer based on the tasks completed.

(iv) Based on Staff Hours

Task field is same as for sections (i) & (ii)

Users: Enter the rate that will be charged by the user for an hour of work. At the completion of the project, you can charge your customer based on the number of hours logged by users for the project.

Budget Type

If you have any budgetary constraints and would like to have a report based on the allocated cost or hour and the cost or hour actually spent,

Fields Description
Total Project Cost This cannot be applied to projects with Billing Method as Fixed Project Cost.
This will notify in the Project Summary report when the overall project cost is higher than the budgeted project cost.
Total Project Hours, Hours Per Task & Hours Per Staff
Total Project Hours

Hours Per Task

Hours Per Staff
This will notify in the Project Summary report when the logged hours are higher than the budgeted hours.

How to Add a New Task for a Project?

How to Log time for Tasks in Projects?

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