Business Unit Category
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Import Invoices from Xero
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Purchase Orders Category
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Supplier order acceptance
Projects are a ring-fencing of spend and can be used in a number of ways. They are designed to be used for job costs or project costs. However, if you are a Xero user you can elect to use projects in Zahara with a tracking category in Xero. For each project, you can see the orders and invoices and also set a granular budget.
First off, head to Business > Projects
Now click ‘New Project’
Now click Add.
From the project list view, you can see the status of projects. To view the contents of a project, click the edit button. Users will need the project edit permission to see inside a project.
If a project doesn’t have a green status icon, it won’t show up in the list view, so make sure any projects you want to show have an enabled status.
Inside the project, you can set what nominal codes can be used when someone is raising an order against this project. If a budget is created – see the section below – then nominals can be set to the budget.
You can also head into a division and set the project restrictions. This means if you only want a division to be able to buy against 3 active projects. You can set them in the division.
Click the Nominal restrictions tab. Switch Nominal Restrictions to On.
Then click Show nominal codes to select the nominal codes you wish to use for the restrictions.
In the example above, the three green codes will be the only codes available to choose when creating a Purchase and this project is selected.
Exporting the project list will calculate the positions for you as well as shown below. There is an additional help article for this. Click here
You may want a granular budget on your project. You can create a budget in Business > Budgets and then assign it to the project. A budget can be based on nominal codes or cost codes (or whatever you have named them to). You can then see the progress of the budget inside the project looking for any overspend. You can also use budget parameters in the approval and workflow processes with the over budget condition.
Give the budget a name and then set it to Indefinite.
As you can see we have three different nominal codes where we can spend different amounts.
Click next and commit the changes
Now go back into the budget and assign it to the project.
Remember to click next and go back through the budget again to save the changes.
If you now edit the project you should see the budget panel.
Now when you go to place an order and select your project and one of the nominal codes, the budget dot will show as will the budget progress.
After your first order has been created and committed, your Project should look like this:
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