With Stessa Pro, this feature helps you organize transactions by project for easier reporting and analysis.
Getting Started with Projects
How do I set up a Project?
To create a new Project:
Go to your Dashboard.
Locate the Projects card and click “+ Add Project.”
If you already have created a Project, choose the 3 dots in the upper right corner and select Add Project.
Enter the project details:
Project name
Project type
Property
Budget
Description
Optional:
Useful life - the expected depreciable life of the asset, and is generally governed by IRS guidelines per Publication 527 (see Table 2-1 on page 9).
Date Placed in Service - the date upon which the project was ready and available for use/enjoyment by an existing or hypothetical tenant.
Click Save. The project will now appear in the Projects card.
Assigning Transactions to a Project
How can I tell if a transaction is associated with a Project?
On the Transactions page, any transaction that is associated with a Project will include a wrench icon. If you hover over the icon, the Project Name will display.
How do I assign a new transaction to a Project?
Go to the Transactions page:
Select "+ Add" and fill in the transaction details.
After selecting a property associated with a Project, an "Assign to" dropdown will appear.
Choose the appropriate Project from the dropdown.
How do I assign an existing transaction to a Project?
Go to the Transactions page:
Click the pencil icon next to the transaction to edit.
In the Edit Transaction panel, scroll to the "Assign to" dropdown.
Select the appropriate Project and click Save.
How do I assign multiple transactions to a Project?
If you have multiple transactions that need to be assigned to a project you can utilize the "Bulk Edit" function.
To use Bulk Edit:
On the Transactions page, check the boxes next to the transactions you want to update.
Click the pencil icon next to the transaction to edit.
In the bulk edit panel, choose the Project.
Click Save.
Reviewing Project Expenses
How do I view all transactions associated with a Project?
Go to the Transactions page:
Locate the Premium Filters
Use the "Assigned to project" filtering option.
Completing or Deleting a Project
What should I do when a Project is finished?
To mark a Project as complete:
Go to the Project Card within the Dashboard.
Click the pencil icon to edit the Project.
Toggle “Mark as Completed” to ON.
Click Save.
How do I delete a Project?
To delete a Project:
Go to the Project Card within the Dashboard.
Click the pencil icon to edit the Project.
Select “Delete Project” at the bottom of the edit menu.
Confirm the deletion.
Note: Deleting a Project does not delete the associated transactions. All transaction data remains intact.
