Set up recurring projects

1. Set it up

Open Business › + Recurring Project:

• Select Type and Select Contact (required) - the kind of project and the client.
• Issue every (required) - how often: a number of weeks, months or years.
• Next Execution and End Date (required) - the next creation date (the following ones are listed) and an optional last date.
• Project Title, Brief, Manager, Budget (required) - what each new project gets.
• Initial Status and Add days to due date (required) - its status and how long it has.

2. Email the client (optional)

Tick Send e-mail to Contact on creation and write the Subject and E-mail body (Tags Help lists the fields you can insert). A client without a valid email gets no project that day: fix their email.

3. What happens

Each night Exacc creates the projects due that day and emails a "Creating Recurring Projects - report" to you and each manager. If the client has been made inactive, the recurring project stops.