Recurring Projects in Exacc automate the creation of projects that repeat on a regular schedule, such as monthly maintenance contracts, quarterly reviews or annual compliance projects. This feature eliminates manual project setup and ensures consistent delivery of ongoing services to your clients.
By configuring a recurring project template, you define all the standard parameters once - including tasks, team assignments, budgets and billing rules - and Exacc automatically generates new project instances according to your specified schedule. This automation saves time, reduces errors and ensures that no recurring work is overlooked.
Recurring projects can be configured to automatically create invoices, send notifications to team members and track progress against predefined milestones. Whether you manage monthly retainers, weekly service visits or annual reporting engagements, recurring projects streamline your workflow and improve client service consistency.
Ready to automate your repetitive project work? Follow the steps below to create a recurring project template with automated scheduling, task creation and invoicing capabilities.
Configure a recurring project template to automate project creation, task assignment and invoicing on your chosen schedule.
Your recurring project template is now active and will automatically create projects according to your configured schedule.