Projects lets you group related sales activity under one umbrella — perfect for a custom bike build that spans several weeks, multiple deposits, parts arriving from different vendors, and a final pickup.

How to get there #

Menu: Customers → Projects
Direct URL pattern: https://yourdomain.com/?bizRt=contacts/projects/manager

What a project is, and isn’t #

In Bizuno, a project is a tag, not a separate general-ledger bucket. Every sales document — quote, order, invoice, credit memo — can be stamped with a Project ID. That stamp lets you:

• Roll up all documents for one engagement on a project detail screen.
• Pull a profit-and-loss report by project.
• Filter Customer Reports to just the activity for that project.

Projects do not create separate GL accounts or force anything to post to special ledgers. They’re reporting and organization only.

The grid #

Columns you’ll see:

• Project ID — your internal code (e.g., RC-2026-003).
• Name — human-readable title (“Cooper custom gravel build”).
• Customer — who owns the project.
• Start / Due Date.
• Status — Open, In Progress, Closed.
• Budget / Actual — budget vs. sum of tagged sales lines to date.

Creating a project #

1. Click New.
2. Pick the Customer.
3. Fill in Project ID and Name. A numbering scheme like CustomerShortName-YYYY-nn keeps projects sortable.
4. Set Start Date and optional Due Date.
5. Enter a Budget (total $) if you want variance tracking.
6. Save.

Tagging sales documents to the project #

On any quote, order, or invoice, open the header dropdown labeled Project and pick your project. Bizuno will show the document on the project’s detail screen from then on.Important: Once an invoice is posted, the Project tag is locked. If you tagged the wrong project, void the invoice and re-issue it — do not edit the GL record directly.

Closing a project #

When all billing is done, open the project and set Status to Closed. Closed projects:

• hide from the default grid view (use the Status filter to see them),
• can’t have new documents tagged to them, and
• still appear in historical reports.

Tips for Ridgeline Cycles #

• Use a project for every custom build over a couple thousand dollars — it gives you one-click access to deposit invoices, parts orders, and final payment when the customer comes back in a year asking about a warranty.
• Tag credit memos to the same project number — refunds stay inside the project’s profitability number.
• Budget in the total quoted price; Actual tracks invoiced to date. When Actual exceeds Budget, it’s a good cue to talk to the customer about scope creep.

Where to go next #

• Customer Reports — filter by Project for a roll-up.
• Sales Manager — start the first quote against the project.
• General Ledger reports (Category 6) — profit & loss by project.