Project Financials quick start

This page walks you from a freshly installed Project Financials to your first estimate. Allow about 30 minutes.

Before you start

• Project Financials installed — see Install & configure
• A configuration record created for the subsidiary you'll use
• At least one billing stage and one cost centre set up (you'll be prompted to create these as you go if not)
• A customer record to associate with the new project

1. Create a project

Start by creating a project record. The project anchors all FullClarity activity for the job.

➡️ Detailed walkthrough: Create a project

2. Set up your cost centre structure

Cost centres are how Project Financials organises work-breakdown. They show up in estimates, budgets, forecasts and revenue recognition.

➡️ Detailed walkthrough: Manage cost centres

3. Create your first estimate

With the project and cost centres in place, create an estimate, add lines, and mark up your costs.

➡️ Detailed walkthrough: Create an estimate

What's next

• Win the bid: convert your estimate to a contract (covered in Phase 2 docs)
• Bring on subcontractors: Subcontracts docs coming soon
• Order materials: Create purchase orders from the estimate

Need help

• Customise terminology — rename Estimate/Budget/Forecast columns to match your business: Customise terminology
• Import an existing estimate — bring in costs from a spreadsheet: Import from spreadsheet
• Contact support: support@fullclarity.com