Work projects in NexerIQ help you plan, track, and bill the work your business does — a building job, a consulting engagement, or an internal initiative. Each project gathers its scope, customer, schedule, and billing rules in one place so time logged against it flows through to invoicing. This article covers creating a project and working through its details.
Find your work projects
Go to Work → Work projects. The list shows each project's number, name, bill-to customer, status, purpose, and billing mode. Click a project number or name to open it.
Create a project
- On the Work projects page, click New project.
- Fill in the project details in the drawer that opens, then save.
- NexerIQ opens the new project so you can complete the rest of its tabs.
Work through the tabs
Open a project to edit it across these tabs:
- Overview — name, purpose, groups, description, contact name, and serial number.
- Customer context — the Bill-to customer and Receive customer.
- Billing — Billing mode, Quotation amount, ledger code, discount, tax handling, and the time rounding rule.
- Notes, Related (linked work journals and tickets), and Attachments.
If your company has enabled them, you may also see Phases and Tasks tabs for linking structured work items, plus an Assignment tab for owner, supervisor, and default worker. Click Save changes on each tab to keep your edits.
Change a project's status
Use the Actions menu in the project header to move a project through its lifecycle: Activate project, Put on hold, Complete project, or Cancel project. NexerIQ asks you to confirm each change. The status badge on the project and in the list updates immediately.
See activity at a glance
From the work projects list, open the row menu and choose View activity for a quick summary of status, billing mode, linked phases and tasks, and the schedule — without leaving the list.
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