Book project costs to tasks

Book project costs to tasks

Hi all,

New to zoho but far from new to this sort of platform.

I've been scouring the web for a suitable platform for my growing business. I'm currently using Xero and WorkFlow Max but it lacks a key need. I signed up to zoho projects and books to test drive it and it seems that zoho is also lacking this key need!

In my experience in project orientated organisations the best workflow for project cost tracking is to create a list of tasks that people book their time to - zoho and workflow max do this as you would expect.

The thing they're both lacking is the ability to align costs with the tasks! for example a task such as 'Brickwork'. If I order 10 thousand bricks and raise a purchase order on the job, I should be able to raise it against a specific task, to track costs accurately.

I've worked for a few high profile organisations and they have all operated in the same way. The workflow is just sensible. As a project team member, I put in a request for a PO with the 'powers that be/finance team' (via line manager approval) the request includes the project name/number and also includes the subtask I would like the purchase order raising against.

Surely this is just basic? Rather than just racking up costs at the top level then trying to decipher what cost relates to what in a spreadsheet. This also applies to staff expenses!!

anybody have this issue, found a workaround or found project and business management software that accommodates this?

    Access your files securely from anywhere


            Zoho Developer Community




                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day



                                          Zoho Marketing Automation
                                                  • Sticky Posts

                                                  • Tip: How to print the Gantt View

                                                    Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
                                                  • Project Management via Emails in Zoho Projects

                                                    We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more
                                                  • Four types of task dependencies

                                                    "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
                                                  • Task and Project numbering

                                                    Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs.  Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks
                                                  • Task Inline Editing Enhancement

                                                    Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.


                                                  Manage your brands on social media



                                                        Zoho TeamInbox Resources

                                                          Zoho DataPrep Resources



                                                            Zoho CRM Plus Resources

                                                              Zoho Books Resources


                                                                Zoho Subscriptions Resources

                                                                  Zoho Projects Resources


                                                                    Zoho Sprints Resources


                                                                      Qntrl Resources


                                                                        Zoho Creator Resources



                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • Custom Fields at Line Level

                                                                                                    Hi, is there an ability to add custom fields at line level? I need to track the start and the end date for each product within an invoice and I can't seem to find an option to do this.
                                                                                                  • Zoho API Error Code 7019 when adding job.

                                                                                                    Hello, I am following the documentation found here. https://www.zoho.com/people/api/timesheet/adding-jobs.html Regardless of how I try and post the data (including just using the example requests), I receive back the response {'response': {'message':
                                                                                                  • How to see changes with ZOHO.CRM.API.updateRecord(config) without reload page

                                                                                                    hello got a widget in account, trigger with a button i copy data to account when click on a button, in my popup All is working well. But i need to reload the page to see the update. How can i see the changes without reloading page, only when close the
                                                                                                  • How to call a Creator function which is in a different Creator application?

                                                                                                    How to call a Creator function which is in a different Creator application?
                                                                                                  • Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked

                                                                                                    My account is mino@flawless-frames.com, or flawlessframesstudio@gmail.com Could you please unblock my account, I've got restricted from sending more emails
                                                                                                  • Stock Count

                                                                                                    The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most important
                                                                                                  • If I turn off the Task Prefix & ID in the Portal Configuration section, will it remove the dependencies in my projects?

                                                                                                    Hi all, basically the title, I am new to zoho projects and trying to get my head around some basic principles. Unfortunately I have not found this information via the search option and after deleting yesterday some Phases I had created in the Phases tab,
                                                                                                  • Move a Contact from Current Account to a NEW Account

                                                                                                    I do not believe the functionality to Move a Contact from a Current Account to a New Account is not available. Please someone tell me I am missing something! I have been through designing, developing, using and selling CRM systems for over 25 years and had this functionality20+ years ago in other CRMs.  In the real world people move from one organisation to another. In the sales, finance and technical world it is nice to see the communication history with that person in their old account and also
                                                                                                  • Force Specific Layout for CRM Contacts Portal

                                                                                                    Hello: We're in trial on ZOHO One and looking at the CRM Portal (just for the contacts module). We have a client layout set up for Contacts that is working well for our internally, but for the portal we don't want to require (make mandatory) some of the
                                                                                                  • Automatic Removal of Departments and Groups for Inactive Employees in Zoho One

                                                                                                    Hi Zoho One Team, We hope you're doing well. Currently, when an employee is marked as inactive in Zoho One, they remain listed as a member of their department and associated groups. This creates a challenge in maintaining accurate records and ensuring
                                                                                                  • Zoho Sheets not compatible with Excel/Google Sheets

                                                                                                    In order to share a copy of a Zoho sheet with someone that does not use Zoho, it must be downloaded as MS Excel format and then added to an email.  This is a labor intensive, and frankly confusing process.  I have forgotten to do this before, only to
                                                                                                  • Change eMail Template for Event-Invitations

                                                                                                    Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, Juerg
                                                                                                  • Zoho Social integration with Zoho Flow

                                                                                                    Is there any plans for Zoho Social integration with Zoho Flow?
                                                                                                  • Zoho CRM Widget and translations

                                                                                                    Hi everyone! We're building a Widget with zoho-extension-toolkit, how is localization supposed to work? "zet init" created a translations/en.json file, but what should go inside it and how is it supposed to be accessed from the Widget/javascript? Thanks
                                                                                                  • Bienvenue à Zoho FSM : l'optimisation des opérations locales qui offre une expérience de service impeccable

                                                                                                    Nous sommes ravis de vous présenter Zoho FSM, la plateforme de gestion des services terrain de bout en bout. Les solutions de gestion des services locaux s'adressent aux organisations qui effectuent des activités d'installation, de réparation et de maintenance
                                                                                                  • Adding tag to specific record as an acion in a workflow

                                                                                                    Hi! I've created the following workflow in the module 'Leads'. When a record meets the criteria, there should be a tag added to the specific record in the module 'Contacts'. In the module 'Leads', there is a look-up field named 'Kandidaat' which is connected
                                                                                                  • Trying to catch error with ZOHO.CRM.HTTP.get (Response Code)

                                                                                                    Hello, I'm trying to get response header from ZOHO.CRM.HTTP.get, in order to catch error like 404 or something else but it seems that ZOHO.CRM.HTTP.get() method only returns the body of the response, and I see no way to access the headers returned. Is
                                                                                                  • FSM - How to ADD PHOTOS to Estimates & Invoices

                                                                                                    How can you add photos to estimates and invoices that are being emailed to the client so the can see what you are estimating and your completed work?
                                                                                                  • Free developer edition of Zoho CRM

                                                                                                    A question for Zoho and other developers: How can you set up a demonstration version of a Zoho CRM implementation to show employers/clients what can be achieved? Do you pay for Zoho CRM Enterprise/Zoho One for this purpose? Does Zoho offer a free version
                                                                                                  • Can I add Conditional merge tags on my Templates?

                                                                                                    Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
                                                                                                  • Where are scheduled emails stored?

                                                                                                    After you schedule an email to go out through the CRM, how do you go about changing that scheduled email? Or even where can I see the list of emails scheduled to go out? They are not listed in my Zoho Mail account in Outbox which has been the only answer
                                                                                                  • CRM Home Page Dashboard, how can i add zoho desk cases?

                                                                                                    How can i see which tickets are in my group as a dashboard component on the home tab in zoho crm? I don't see any way of adding this.
                                                                                                  • Custom Module missing SDK function fetchRelatedRecords(...) in a Client Script

                                                                                                    Good day, We have added a new module with a Multi-Lookup relation to Contacts.  When we tried to use the fetchRelatedRecords(id, related_list_api_name) function to get Related Records it is missing for our new custom module. https://js.zohocdn.com/crm/5124797/documentation/DotSDK/Modules.html
                                                                                                  • Subform Client Script

                                                                                                    Good day,  I have a subform where users can subscribe to various magazines. I would like to prevent the user from selecting the same magazine twice when adding a new row. Is there a way to prevent the user from doing this? (Can it be done via a client
                                                                                                  • Checklist/ save to onedrive/ a group of items invoicing in Zoho FSM

                                                                                                    hi, is there a way to add a specific checklist to any WO without passing eachtime by the model customization? can we save file such picture directly in our sharepoint ak onedrive? is there any way to add a group of item pre defined to make invoicing easier
                                                                                                  • Serious question: Are there actually "solo-preneurs"/small business owners who made Zoho-one work well for them?

                                                                                                    L.S. After already many years of continued struggle with Zoho-One, I am seriously wondering if there are actually solo-preneurs (one person small business owners - without a large, dedicated IT dept.) who got it (Zoho-One) to work well for their businesses.
                                                                                                  • Calendar Bookings in Recruit

                                                                                                    Hi there, We have recently started using Zoho recruit and although it has some great functionality there are a few gaps that are causing real headaches. One of those being how interviews are scheduled. The majority of our hiring managers are field based
                                                                                                  • Getting Error : Developer Tool Detected

                                                                                                    Hi Team, Getting the error during open the portal, error attached on the same ticket. Please check and help us to resolve the same.
                                                                                                  • Send Zoho Creator Template by Email or sendemail

                                                                                                    Hello All Question:- How we can send the Zoho creator email template using the send email by the workflow or using the Function? by the Workflow sendmail [ from: zoho.adminuserid to: "zohodeveloper@yopmail.com" subject: "Test Template" message: "Test
                                                                                                  • Upgraded to Zoho One but Zoho Meeting still says Free Plan

                                                                                                    I signed-up for the Zoho One plan. When exploring the applications included, I came across a problem with Zoho Meeting. It says it's the free plan. I emailed support but they sent me a link that doesn't work and, when I found the article on my own, it
                                                                                                  • 新年のご挨拶、直近のイベントスケジュール

                                                                                                    🎍🐍謹賀新年🎍🐍 ユーザーの皆さま、明けましておめでとうございます! コミュニティチームの中野です。 本年もよろしくお願い致します。 昨年のZoho Japanコミュニティでは、東京・大阪・名古屋・福岡 4都市でのユーザー交流会開催や、自社最大イベント「Zoholics Japan 2024」でZoho Championの皆さまとのパネルディスカッション、10月の東京ユーザー交流会では本社CRMプロダクトマネージャーを招きロードマップ解説セッションの実施、さらにZohoアンバサダープログラムのローンチ(近日公開予定)など、新たな取り組みに挑戦しました。
                                                                                                  • How to create Item in the Eazy ERP Software ?

                                                                                                    Item Master is used for the creation of an item in the Eazy ERP Software. It is necessary to create items to maintain the stock and pass the transactions in the software. Go to Control Panel > Store > Item Master. An Items window will appear. The user
                                                                                                  • Directly Edit, Filter, and Sort Subforms on the Details Page

                                                                                                    Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
                                                                                                  • Request to Customize Module Bar Placement in New Zoho CRM UI

                                                                                                    Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitive
                                                                                                  • Client script: Can not choose a date field for an onChange field event

                                                                                                    Hi Zoho Team Why can't I choose one of my date fields to trigger an onChange event? Is this a client script limitation, or something wrong with my instance? If it is a limitation, is this mentioned in the documentation anywhere? Thanks. Marcus
                                                                                                  • How to upload mass inventory quantity adjustment with batch number?

                                                                                                    I wanted to clean-up our inventory list; however, I have trouble performing the task as I don't know how to mass upload inventory adjustment with batch numbers. I don't want to do it manually as there are if not thousands at hundreds of inventory tr
                                                                                                  • Power BI connector (Zoho Creator) to Zoho Projects

                                                                                                    How can i connect power bi to Zoho Projects? domain is zoho.com How can i find workspace name, application link name and Report link name?
                                                                                                  • Upgrade User

                                                                                                    Hi Sir/Madame, I have 7 users in my organisation but I need upgrade more space only 2 users. Is it possibe? Thanks
                                                                                                  • Dashboard Auto-refresh

                                                                                                    Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: Support
                                                                                                  • Console error with widget in View mode, not present in Edit Mode with ZOHO.CRM.API.updateRecord(config)

                                                                                                    hello i have that function to update an account records (from a widgets created with sigma) function handleCopyButtonCRMClick() { console.log('handleCopyButtonCRMClick'); /* * Fetch Information of Record passed in PageLoad * and insert the response into
                                                                                                  • Next Page