Projects in Rackbeat

In Rackbeat, you can create and manage projects that can be linked to various actions such as orders, supplier invoices, orders, and sales invoices. This way, Rackbeat can help keep track of which transactions are associated with specific projects.

Access the Project Feature

To manage projects in Rackbeat, follow these steps:

1. Navigate to Company Settings:
   

• Hover over your name in the top right corner and click on "Company Settings."

• In the menu on the left, click on "Projects."

 Creating Projects

• Creation in Rackbeat:
  • Go to your company settings and select "Projects." Click on "Create New" and provide a project number, name, and description. This does not sync with e-conomic.

• Creating in e-conomic:

  • Go to the "Projects" tab and click on "New Project." Choose a project number, project group, and name. The project syncs with Rackbeat.

  • Note: projects are synchronized every hour.

    

Adding a Project to an Order/Invoice

Projects can be added to transactions such as orders, supplier invoices, orders, and sales invoices while these are still in draft format:

Add a project to your transactions in Rackbeat by following these simple steps:

1. Open the action:

   • Create or edit the desired transaction, such as an order.

2. Select project:

   • Expand the tab with additional information on your order, find the "Project" field, and add the project to which the order or invoice should be linked.