Projects · Guide 461 of 624
Create a project
A project in RockifyERP groups the tasks, time and costs for one job.
How to do it in RockifyERP
- Go to Projects › Project and click + Add Project.
- Enter the name, expected dates and customer (if billable).
- Choose a template or add tasks.
- Set the estimated cost, then Save.
Tip: Link sales orders to the project so billing is tracked too.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.