Open Business › + Project, enter the Name, choose the Client (optional), Type and Manager, set the Status, Priority, Start Date and Due Date and click Create Project. Then add tasks (see Add a task).

In Exacc: Business › Operations › + Project

Before you start

  • Project types and statuses set up (see Project types and statuses).

1. Fill in the project

Open Business › + Project:

  • Name (required) - what the project is.
  • Client - the customer it is for, or none for internal work.
  • Type (required) - the kind of project, e.g. Tax return.
  • Status and Priority - where it is up to and how urgent.
  • Start Date and Due Date - due is a week from today by default.
  • Manager and Assigned To (required) - who is responsible and who does the work (Assign to me for yourself).
  • Budget, $ and Brief - a budget figure for your reference, and a short description.
A new project

2. Create it

Click Create Project ("Project created successfully"). On the saved project you can add Files and Project notes for the team.

Not available

The budget is a note: Exacc does not compare it with time or costs. There are no milestones, Gantt charts or resource planning.

Related guides

Checked against Exacc on 10 October 2026. Machine-readable version