Project Register

Open this screen in Saral/projects/register

The one list of projects — code and name (the tracking option pushed to Xero), client, accounts company, year, VAT status, type and site address. Accounts and Admin create and edit it; a QS or project manager reads it, and a won tender starts its project from here.

You enter

A new project code: code, name, client, accounts company, year, type, site address (Admin or Accounts)
The project types the register sorts by (Manage types)
A site address Saral suggested from delivered bills — accepted with one press, never written by itself

Saral fills in

The project's VAT status door and whether the code is already a Xero tracking option
Address suggestions for projects with no address, read off the bills delivered to them

It produces

The register as an Excel file or an emailed report, for the view you filtered to
The tracking options the code and name become in Xero, pushed from the row's menu

What this page is for

One register, two doors: this page and Accounts → Tracking & Project Codes render the same component over the same rows, so an edit on either is already on the other. The register is where a project exists at all — its code is what attendance, bills, the ledger and every Projects screen key on.

Who does what

The list reads on proj.view. Every write — a new code, an edit, a push to Xero, the project types — mirrors the API's own gate (Admin or Accounts) and hides otherwise, so a QS sees the register without the buttons.

Where next

A new job's commercial record is Contract & Budget; its packages are Subcontracts. The Pipeline lists every project in this register with what its contract is worth.

Next screen: /projects/pipeline

Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.