Projects in Tradogram provide a powerful way to group and track spending independently of your Departments or GL Accounts. This feature is ideal for capital expenditures, specific events, or long-term initiatives where you need to monitor dedicated budgets and sub-projects.

Enable the Projects Feature

Because Projects is an optional module, it must first be activated at the company level by an administrator:

1. Navigate to Manage Company from the top-right dropdown menu.

2. Select Company Profile.

3. Locate the "Enable Projects" checkbox and ensure it is checked.

4. Click Save at the bottom of the page to apply the settings.

Accessing the Projects Module

Once enabled, the Projects tab will appear in your main side navigation bar. 

From this module, you can:

• Create Projects & Sub-Projects: Build a hierarchy of projects to organize your data.
• Set Budgets: Assign specific budget amounts to each project and track "Pending" vs. "Actual" spend in real-time.
• Link Transactions: Assign Requisitions, Purchase Orders, and Expenses to a specific project code to ensure every dollar is accounted for.

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Resources

• Tutorial - Creating Projects
• Tutorial - Managing & Tracking Projects

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