Creating a Project

Projects gives every job its own workspace — bringing together staff, inventory, purchasing, and files in one place.

Create a project

1. Go to Projects.
2. Click Create Project.
3. Enter the project name, client, venue, and dates.
4. Set the status — Enquiry, Confirmed, In Progress, or Closed.
5. Link a contact from the CRM if the client is already in your system.
6. Save.

Project workspace

Once created, the project workspace aggregates everything related to that job:

• Staff — assignments pulled from the Planner.
• Inventory — equipment allocated to the project.
• Purchase orders — any POs raised against the project in Purchasing.
• Files — documents attached directly or via Transfer packages.
• Notes — free-text notes visible to anyone with access.

Shows

For projects that involve multiple events or dates, add them as Shows under the project. Each show has its own date, venue, and crew — all rolled up to the project level.

1. Open the project → Shows tab.
2. Click Add Show.
3. Enter the show name, date, and venue.

Ticket sales

Track ticket revenue against a project or show:

1. Open the project → Ticket Sales tab.
2. Add entries for each ticket type — quantity, price, and sales channel.
3. Totals accumulate automatically.

Recharges

Log costs that need to be passed back to the client:

1. Open the project → Recharges tab.
2. Add a recharge entry with a description, amount, and date.
3. Mark it as invoiced when it's been billed.

Linking to CRM

Projects can be linked to a CRM deal. When a deal closes and becomes a project, the relationship is tracked in both places — so your pipeline view shows what's been won and your Projects view shows what's in delivery.