Project Detail
Project Information
The top section of the project detail page displays the project name, number, status, responsible person, and dates. You can edit this information by clicking the Edit button. The project number is read-only and assigned automatically when the project is created.
Contacts Section
The contacts section lists all clients linked to the project along with their assigned roles. You can add new contacts, change roles, or remove contacts from this section. Each contact entry links to the client's detail page for quick access to their full information.
Expenses Section
All expenses recorded against the project appear in this section. You can see the amount, date, category, and description of each expense. New expenses can be added directly from here, and existing ones can be edited or deleted.
Tasks Section
The tasks section shows all tasks associated with the project. Tasks are displayed with their status, priority, assignee, and due date. You can create new tasks, update existing ones, or mark them as complete directly from the project detail page.
Documents Section
The documents section allows you to upload and manage files related to the project. Supported file types include PDFs, images, and common office documents. You can download, preview, or delete documents from this section.
Receipts Section
Receipts that have been matched to the project appear in this section. You can see the extracted information such as amount, date, and institution. New receipts can be uploaded for AI processing, and unmatched receipts can be manually linked to the project.