Creating Overhead Projects

Objectives

After completing this lesson, you will be able to:

  • Create overhead projects

Project Creation

You want to start managing projects in the system, for this, you must know the different steps to create an overhead project, including selecting the correct project profile.

When creating a project, you need to specify:

  • Project Name
  • Project ID
  • Project Profile
  • Planned Start
  • Planned Finish
  • Responsible Cost Center
  • Profit Center

One way to create a new project is to use the app Project Control – Enterprise Projects.

The Project Profile is the key element to define. It will contribute to differentiating the accounting scenario for your project.

The type of project profile influences a project's behavior with default information.

You can select:

  • Overhead Project
  • Investment Project
  • Statistical Project
  • Project with Revenue

To know more about the main differences, you can refer to the quick comparison figure:

Create a Project with WBS Element

Log in to track your progress & complete quizzes