A project is an expense field that can be predefined by the Admin. Projects will be shown to the user when they are creating expenses. Users will be able to link expenses to projects.
There are two ways to add projects as an Admin:
- Add a project manually
- Upload projects list
This article will explain how to add a project manually:
1. Go to Admin settings.
2. Go to the Projects page.
3. Click Upload projects list.
4. Fill in the project details and save.
- Project name
- Project ID (optional)
- Limit to branch: option to limit the project to a certain branch or have it available for the entire company
- Limit project to certain groups: option to limit the project to certain groups
- Use this project as default value for certain groups: option to default the project
- Activate project