Creating a project in Spendive | Spendive Help

Creating a project in Spendive

Projects group spending around an initiative so you can see what a piece of work is costing. Once a project exists, you can tag requests and expenses to it.

Finding projects

Projects sits in the left sidebar. The Overview tab counts Total Projects, Active Projects, Pending Projects and Declined Projects. Action Required shows anything waiting on you. Search, Filter, Import and Export sit above the list.

Creating a project

Create Project opens a six-step wizard. You can come back and edit later.

1. Project Info. Project Name (required), Description, Department, Project Owner, Start Date, End Date and Priority, which defaults to Medium. Name, start date and end date are required before you can continue.
2. Budget. Set the money available to the project.
3. Work Plan. Break the project into tasks.
4. Members. Add the people involved.
5. Attachments. Upload supporting documents.
6. Review and Submit. Check everything, then submit.

Move between steps with Next, or choose Cancel to abandon the project.

Tagging spend to a project

Once a project exists it appears in the project selectors on other forms. On a purchase request line item, use the Task / Project column. On a payment request recipient, Project is an optional field. This tagging is what makes project reporting meaningful, because spend that is not tagged will not appear against the project.

Statuses

Active means approved and running. Pending means submitted and awaiting approval. Declined means rejected.

Tips

Use a name every stakeholder will recognise. Set realistic start and end dates; you can adjust them later. Assign an owner early so accountability is clear. If you cannot see a project in a selector, check that it is active and that you have access to it.

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