Enter details about any existing projects, how you bill for projects, and your change order process.

1. Define classifications for your projects on the Project Classification screen.

   Project classifications are useful as filtering criteria for reporting and also enable you to set up project defaults, cost code structures, and posting controls for cost types when you create a project.

2. Create groups for your projects.
3. Define the format to be used for project billing.
4. Set the defaults for auto-creating lien notices and releases on the Lien Management Settings screen.
5. Optional: Set up project defaults for project entry or import.
6. Set up your projects by entering them manually or by importing them from an Excel file, a TSV file, or QuickBooks. When you enter a project manually, you are able to copy certain project details from an existing project.
   Note: If you have any existing project balances, you will enter them in a later setup process.
7. Optional: Establish controls for posting of GL expense accounts for your projects on the Project Posting Control screen.
8. Create templates for any recurring journal entries that are related to a project.
9. Create templates for any recurring vendor invoice payments that are related to a project.
10. Record any contracts or price commitments with your customers that are related to a project.
11. Define types and stages that you will use to track your project changes on the Change Management Record Type & Stage screen.
12. Define types and stages that you will use to track your project changes on the Change Management Record Markup Method screen.
13. Review the project setup.