How to Setup Project Tracking Categories
NOTE: This is only available if you are integrated with Xero (this is setup in the Company Settings)
The purpose of assigning tracking categories and options to projects is to ensure that any bills allocated to those projects are accurately reflected in Xero with the appropriate tracking details. For example, if a bill is allocated to a project that has been assigned the Project tracking category and the tracking option Test Option 1, this information will be carried through to Xero and appear in the corresponding column.
To setup you go to the Projects tab, then go to the Project Settings page and scroll down to the Xero Integration section where you will see the field Tracking Categories.
You will then select the Tracking Categories you want to be select-able for the projects. There can sometimes be multiple options depending on what you've set up in Xero, in the example we're showing you there's only one.
Then you will go back to the Projects page and select the project you want to assign the category to and click on the button Assign Tracking Options.
Then you will be able to select one of the Tracking Options connected to the Tracking Category you selected in the Project Settings. Eg. I selected the Tracking Category Project and now I can assign the tracking option Test Option 1 or Test Option 2 to my Project Test QA project.
You will then assign tracking categories for the other projects you want to be assigned to the tracking categories by following the same process.
Related Articles
How to Setup Asset Tracking Categories
NOTE: This is only available if you are integrated with Xero (this is setup in the Company Settings) The purpose of assigning tracking categories and options to assets is to ensure that any bills allocated to those assets are accurately reflected in ...How to Setup Project Settings
Please follow the steps below to configure Project Settings and save default values for a project. This will enable you to establish default configuration values for your project Navigate to the Web Portal and login On the left-hand main menu, select ...How to add Project Tasks
How to Manage Project Task
Follow the steps below to Manage Project Task Navigate to the Web Portal and login On the left-hand main menu, select Projects-> Projects Click on the Task button to create tasks for the project Under Job Task, you can add the tasks list for tracking ...How to Setup Dayworks
This article explains to setup the Dayworks Dayworks is a way for contractors to track work each day that has been requested from a client to perform work that is outside of what has been quoted. The Dayworks form is to be filled out by the field ...