The Project Module in DaaI Business Suite helps you manage client projects in one place — from creation to billing to financial tracking.
🔑 Key Features
- Link projects with clients
- Classify projects by Type, Category, Technology, Status
- Store documents and notes
- Track financials (invoiced, paid, pending)
- Generate Project Statement (financial record of a single project)
📂 Relation with Other Modules
- Client Module → Every project must be linked to a client.
- Billing Module → Invoices, proformas, credit notes tied to project.
- Employee Module → Assign Project Owner.
- Dropdown Settings → Manage Project Type, Category, Status, Technology.
Every project in the DaaI Business Suite is linked to a client. This guide walks you through the step-by-step process to create a new project.
✅ Prerequisite: A client profile must exist before creating a project.
📄 Project Statement Tab
The Project Statement tab in the Project Module works exactly like the Client Statement tab in the Client Module, with one key difference:
Project Statement → Shows only the transactions related to the current project you are viewing.
Client Statement → Shows a combined list of transactions across all projects linked to that client.
What You’ll See in Project Statement:
Invoices raised for this project
Payments received for this project
Credit Notes issued for this project
Current Outstanding (specific to this project only)
👉 The Client Statement is useful to get a complete financial picture of the client, while the Project Statement helps you track individual project-level financials.
If you want to learn in detail about Project Statement Tab. You can read article about Client Statement
By following this guide, you’ll ensure your projects are properly set up for smooth execution and tracking within the DAAI Business Suite.