Why does my project claim have no percentage, value or line items to claim?
A project claim can only pull a percentage (%) or amount ($) from sales quote line items that are assigned to a project task. If the line items on the sales quote were never assigned to the project's tasks, the claim opens with nothing to claim — no line items, and no percentage or value field to enter.
To fix this:
Open the sales quote the project was created from.
In the Completion Information section, click +Create under Task, select the line item(s) to assign to that task, then click Assign. Repeat for every task so all line items are assigned. See Complete a sales quote.
Set the existing empty claim's status to Cancelled.
Create a new project claim. The assigned line items now appear, and you can enter a percentage or amount against each. See How to create a deposit, progress claim or retention claim for a project.
Tip: To avoid this, assign every sales quote line item to a project task during the completion step before raising a claim.
Can I manage a project across multiple properties?
A sales quote and a project can only be linked to a single property, but the tasks within a project can be assigned to different properties. We recommend using parent and child properties to keep the work grouped:
Create a parent property and link the other properties to it as child properties. See Parent/Child Tasks and Properties.
Build the sales quote against the parent property. If you want to split the work by property, group the line items into sections.
Approve the sales quote.
In the Completion information section, click + Create Project under Project, then complete the relevant fields.
Click + Create Project Task and fill out the relevant fields, then click Create (property cannot be changed at this stage).
Select the line items and click Assign. Repeat steps 5 and 6 for each task.
Open each task and click Change property in the task header to select the relevant property.
How do I add extra costs or extra work to a project?
Extra work that you want to claim on the project is added through a variation sales quote. Create it the same way as any other sales quote, ensuring it is linked to the same project. See Build a sales quote and submit it to a client.
Extra costs that you don't want to claim on the project are added as products on a task’s Work tab, either on an existing project task or on a repair task added from the project’s Works tab. Their cost and sell price are included in the project's profitability, but they can't be claimed.
Where do I create tasks for a project?
There are two ways to create a task for a project, depending on whether you need to claim for the task's products afterwards.
From the sales quote
Open the approved sales quote and, in the Completion Information section, click + Create Project under Project to link the project to the quote.
In the same section, click + Create Project Task, fill out the relevant fields, then click Create.
The task pulls the line items from the sales quote, and you can claim for these items on the project.
From the project
On the project's Works tab, click Add repair task to create a task linked to the project but not to any sales quote. Because the task is created from the project rather than the sales quote, products added to it can't be claimed. Their cost and sell price are included in the project's profitability, but they don't change the project value or the quoted figures.
Can I link an existing task to a project?
Yes, an existing task can be linked to a project. However, the products on a linked task can't be claimed on the project. The claimable amount only includes the products listed on the original sales quote or a variation sales quote, and the tasks for those products are created from the relevant sales quote.
To link the task to a project:
Open the task and, in the right-hand column, open the Task Relationships section.
Under Project, click + Link existing project, select the project, then click Save.