Page tree

Versions Compared


  • This line was added.
  • This line was removed.
  • Formatting was changed.


Project Types are available in conjunction with cost accounts (by expense type) and posting group accounts (for example, labor).


Best Practice:

  • Direct projects may at times need to have non-billable work reported. An additional Project Type of "Direct-NB" can be set up. Tasks can then be set up with the project type of "Direct-NB", and users can be assigned to those tasks in order to track direct work that is not billable. Ensure Project Types are set up with enough granularity to be meaningful.
  • Define posting accounts by Project Types if the customer wants to post to different General Ledger accounts based on the Project Type rather than requiring them to specify the accounts on a project by project basis.


Additional Information:

KC - Quick Topic - Configuration: Project Types 

Help Docs - Project Types