{"id":54172,"date":"2020-03-20T06:50:00","date_gmt":"2020-03-20T10:50:00","guid":{"rendered":"https:\/\/www.inmotionhosting.com\/support\/?p=54172"},"modified":"2022-11-02T14:39:24","modified_gmt":"2022-11-02T18:39:24","slug":"how-to-create-a-project-in-sprout-invoices","status":"publish","type":"post","link":"https:\/\/www.inmotionhosting.com\/support\/product-guides\/sprout-invoices\/how-to-create-a-project-in-sprout-invoices\/","title":{"rendered":"How to Create a Project in Sprout Invoices"},"content":{"rendered":"<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"538\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/10\/How-to-create-a-project-in-sprout-invoices-Hero-Image-1024x538.png\" alt=\"How to Create a Project in Sprout Invoices - Hero Image \" class=\"wp-image-101266\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/10\/How-to-create-a-project-in-sprout-invoices-Hero-Image-1024x538.png 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/10\/How-to-create-a-project-in-sprout-invoices-Hero-Image-300x158.png 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/10\/How-to-create-a-project-in-sprout-invoices-Hero-Image-768x403.png 768w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/10\/How-to-create-a-project-in-sprout-invoices-Hero-Image.png 1200w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/figure>\n\n\n\n<p>You may often find yourself working on a large project that takes a long time to finish. Invoices generated for these jobs may occur over a period of a year or longer.  Fortunately, <a href=\"https:\/\/wordpress.org\/plugins\/sprout-invoices\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sprout Invoices<\/a> lets you create projects that you can track and set some values.  For example, you may set an hourly rate for a project task, add a description, and set the date range for the project.  <\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"#add-project\" rel=\"sponsored nofollow\">Create a Project in Sprout Invoices<\/a><\/li><li><a href=\"#track-time\">Tracking Time (Pro Version of Sprout Invoices)<\/a><\/li><li><a href=\"#Final-Comments\">Final Comments<\/a><\/li><\/ul>\n\n\n\n<p class=\"alert alert\">Looking for a place to run your eCommerce WordPress site?  Look no further than InMotion\u2019s <a href=\"https:\/\/www.inmotionhosting.com\/wordpress-hosting\">WordPress Hosting solutions<\/a>!  You\u2019ll find secure, optimized servers that are configured to meet your budget needs.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"add-project\">Create a Project in Sprout Invoices<\/h2>\n\n\n\n<p>When you\u2019re adding a new project with the Sprout Invoices plugin, you will need to be <a href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/wordpress\/logging-into-wordpress-dashboard\/\">logged in to the WordPress Administrator Dashboard<\/a>.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Click on <strong>Invoices <\/strong>in the main WordPress menu (or click on Sprout Invoices at the top of the page).  Then, click on Projects.<\/li><li>Click on <strong>Add New<\/strong> to create a new Project.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/03\/create-project-1.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1017\" height=\"524\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/03\/create-project-1.png\" alt=\"Add a Project page in Sprint Invoices\" class=\"wp-image-54175\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/03\/create-project-1.png 1017w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/03\/create-project-1-300x155.png 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/03\/create-project-1-768x396.png 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/a><figcaption>Projects Page for Sprout<\/figcaption><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\"><li>You will then see the form for the project that you are tracking.  Start by giving the project a name.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/03\/create-project-2.png\"><img loading=\"lazy\" decoding=\"async\" width=\"964\" height=\"837\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/03\/create-project-2.png\" alt=\"Add New Project\" class=\"wp-image-54176\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/03\/create-project-2.png 964w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/03\/create-project-2-300x260.png 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/03\/create-project-2-768x667.png 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/a><figcaption>Add New Project<\/figcaption><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\"><li>Next, you need to select a client.  If you do not have a client, then you can create one at this point.  For more information, see <strong>How to Create a Client.<\/strong><\/li><li>You will then need to determine the start and end date for the project.  <\/li><li>If there is a website associated with the project or client you can add it to the <strong>Website<\/strong> field.<\/li><li>The <strong>Default Rate<\/strong> is next.  It determines how much you are charging by the hour.<\/li><li>Finally, there is the <strong>Project Brief<\/strong>.  This is a description of the project where you can add descriptive text and other media associated with the project. <\/li><li>Once you have completed adding all of the fields, click on the blue <strong>Create<\/strong> button in the top right corner of the screen.  This will create the project within Sprout Invoices.<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"track-time\">Tracking Time<\/h2>\n\n\n\n<p>Tracking time is the management of work being done for an existing project. As stated earlier, you will need at least the Pro version of Sprout Invoices in order to use this feature. <\/p>\n\n\n\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"540\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/03\/create-project-entries-1024x540.png\" alt=\"New Project Added - entries\" class=\"wp-image-54177\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/03\/create-project-entries-1024x540.png 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/03\/create-project-entries-300x158.png 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/03\/create-project-entries-768x405.png 768w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/03\/create-project-entries.png 1219w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><figcaption>New Project Added<\/figcaption><\/figure><\/div>\n\n\n\n<p>When you add time to an existing project, it allows you to create an invoice and then charge a customer based on a selected project.  We will cover each field used for tracking time and describe it.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li><strong>Project<\/strong> \u2013 select the project that you wish to log time for.<\/li><li><strong>Activity<\/strong> is the task that is being executed. You can create or edit an activity by clicking on the links provided.<\/li><li><strong>Time<\/strong> is the activity\/task time listed in hours.  <\/li><li><strong>Note<\/strong> \u2013 allows you to set a note for the task being performed<\/li><li><strong>Date<\/strong> \u2013 date of the time you\u2019re tracking.<\/li><li>Click on the blue <strong>Log Tim<\/strong>e button to save time that you have selected.<\/li><\/ol>\n\n\n\n<p>In the list of the logged times, you will see a column labeled note that indicates if the logged time has been invoiced or not.  To the far right will be a symbol of an invoice. If you click on it, it will automatically bring you to the invoices section where you can edit and send it to the associated client.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Final-Comments\">Final Comments<\/h2>\n\n\n\n<p>This completes our tutorial on creating a project and tracking time for a project.  Using Sprout Invoices makes it quick and easy to track the work that\u2019s being done for projects.  Check out our <a href=\"https:\/\/www.inmotionhosting.com\/support\/sprout-invoices\/\">Sprout Invoices Product Guide <\/a>for more information.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>You may often find yourself working on a large project that takes a long time to finish. Invoices generated for these jobs may occur over a period of a year or longer. Fortunately, Sprout Invoices lets you create projects that you can track and set some values. For example, you may set an hourly rate<a class=\"moretag\" href=\"https:\/\/www.inmotionhosting.com\/support\/product-guides\/sprout-invoices\/how-to-create-a-project-in-sprout-invoices\/\"> Read More ><\/a><\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[4375],"tags":[],"class_list":["post-54172","post","type-post","status-publish","format-standard","hentry","category-sprout-invoices"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Learn How to Create a Project in Sprout Invoices | InMotion Hosting<\/title>\n<meta name=\"description\" content=\"Learn how to create a project using the Sprout Invoices WordPress plugin to track and set custom values for your company.\" 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