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Projects

Projects turn your books into job-costing. Tag income and costs to a project and DayZero shows revenue, expenses, and net income for each one, so you know which work actually makes money.

Key capabilities

  • Create projects per client, job, or engagement with a name, optional code, customer, description, status, and start and end dates
  • Status of Active, Completed, or On hold, plus an Active flag you can switch off to retire a project
  • Link a project to a customer, and filter the list by customer or status
  • Job profitability report: revenue, expenses, and net income per project for any date range, with an Unassigned row for untagged activity
  • Profitability drill-down for a single project over its own date range
  • Bulk create from pasted lines (project name, customer, optional code), with a preview before saving
  • Export the project list to Excel, and a Tags column to label projects
  • Tag projects on invoices, journal entry lines, orders, contracts, recurring invoices, and time entries

How it works

A project is a label carried on the records you tag with it. The profitability report adds up journal entry lines by project over your date range: revenue accounts count as revenue and expense accounts as expenses. Records with no project land in the Unassigned row, so the totals still match your books.

How to use it

  1. Open Projects and click Add project, or Bulk create to paste several at once.
  2. Enter a name, and optionally a code, status, customer, description, and start and end dates.
  3. Choose the project on an invoice, an order or contract, a recurring invoice, a time entry, or a journal entry line (the per-line project field is optional).
  4. In Job profitability, pick a start and end date and click Run report. Click a row to open that project's own Profitability view.
  5. To retire a project, Deactivate it. Tagged records keep their link, and the project can be reactivated.
  6. To remove a mistake, choose Delete permanently. If records are still tagged, DayZero lists them and asks before deleting the project and clearing those tags.

Pro tips

  • Create the project before you issue the invoice so revenue lands on the right job from the start.
  • Check the Unassigned row after month-end; large amounts there mean costs were never tagged.
  • Deactivate finished jobs instead of deleting them to keep their history and profitability.
  • Use a short code (such as PRJ-001) to tell similar jobs apart.
  • Time logged against a project is recorded on the time entry; profit and loss comes from the tagged journal lines.

In-depth guide

What the report measures

Revenue is credits (net of debits) to revenue accounts and expenses are debits (net of credits) to expense accounts on entries dated in the range that carry the project. It reflects what is booked, not what is paid. Amounts that were never tagged appear only in Unassigned.