/How-To
How-To 7 min read
How to Use Project Management in XIntelliSync
"Your project tool doesn't know what your accounting tool knows. That's the problem."
Your project management tool doesn't know what your accounting tool knows. When both live in the same platform, project costs flow into your P&L automatically, billable hours convert to invoices, and resource allocation reflects real financial constraints.
Creating Projects
Navigate to Projects in your sidebar:
- Create projects with start/end dates, budgets, and team assignments
- Break projects into tasks with deadlines and assignees
- Track time against tasks — manual entry or timer
- Monitor budget utilisation vs actual costs
Financial Integration
Because projects and accounting share the same platform:
- Project expenses appear in your P&L under the correct project
- Billable hours convert to invoices with one click
- Project profitability reports show revenue vs cost per project
- Resource costs (labour) are tracked against project budgets