Create new project

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

In Yuki, you can create a project to bundle a number of documents, transactions, contacts, appointments etc. on a particular subject, from a file etc.

TIP!

When importing payroll journal entries from Nmbrs®, a project can be created for each department (in Nmbrs®) in the administration in Yuki. In addition, all costs of a department in the payroll journal entry will automatically be assigned to the corresponding project in Yuki. For this, however, the Nmbrs web service domain or administration setting ‘Split payroll journal entry by department’ must be activated.

Only a user with a ‘Back office’ role in the domain can activate the above setting.

Hover your mouse over the Projects icon in the navigation bar and then click on New project.

The following screen is opened:

In this screen, enter all (basic) data applicable to the project (file).

Data

• Description: here you enter the name of the project.
• Code: you can give the project a code, this can also be used in combination with match rules and financial import files.
• Start date / End date: each project has a start and end date. Ongoing projects are those that do not yet have an end date or whose end date is in the future.
• Administration: select the administration in which the project should be created
• Contact: if you want to link the project to a contact you can fill this in here so that you can view all linked projects from this contact.
• Tags: you can also give projects one or more tags. This way you can subdivide projects for Marketing, Reporting, Internal or Projects, for example. Useful tagging can be used for certain overviews such as the margin overview.

Budget

• Sales/Purchase: budgets per project. You can enter a budget for revenue (revenue accounts) and purchase (costs and purchase accounts) in the properties of a project. This is a budget for the entire duration of the budget (i.e. not per year). In the 'Contribution margin’ (per project ) overview you can turn on columns to show the budgets and differences compared to the actual revenue. 

Match rule

• Enable auto-allocation through OCR: select this option if you want to use automatic recognition of project codes. For a detailed description see article Automatically assign data to project.

Access

• Security: a project may not be relevant to everyone. Therefore, within Yuki, it is possible to define access for each project, so that only a specific group of users can access the contents (documents, transactions, email, tasks, appointments, etc.) of the project. 
• Manager: each project has a manager. The project manager is the only user allowed to change the rights or basic details of the project. If the project manager is no longer active as a user then those rights automatically transfer to all users with the role ‘Management’ and to the owner (with the role ‘Management’) of the domain.

TIP!

When you enter a name in the ‘Project’ field while manually linking data to a project, the project is immediately created (if the project does not already exist). This new project is then accessible by default only to yourself (as manager). As manager you can set the security of the project.