Add the scope and schedule to a project

Construction subscription is needed. To enable a Construction subscription, contact your Sage Intacct account manager. Regional support for Construction is limited to Australia, Canada, the United Kingdom, and the United States.

You can add the scope and schedule to a project so that everyone involved in the project is aware of those important details and stays on schedule.

Include various start and completion dates and define the following:

  • Scope

  • Exclusions

  • Inclusions

  • Terms

Subscription

Projects

Construction

Regional availability

  • Australia

  • Canada

  • United States

  • United Kingdom (EA)

User type

Business, Project manager, Construction manager

Permissions

Projects: List, View, and Add

  1. Go to Projects > All > Projects.

  2. Select Add.

  3. Enter the Project ID.

  4. Enter the Project name.

  5. Select a Project category.

  6. In the Scope and schedule sections, enter information and select dates.

  7. Save your changes.