With Stessa Pro, Projects help you organize transactions by project for easier reporting and analysis.
Getting Started with Projects
How do I set up a Project?
Go to your Dashboard.
Find the Projects card and click + Add Project. If you’ve already created a Project, click the three 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, generally governed by IRS guidelines in Publication 527 (see Table 2-1 on page 9).
Optional: Date Placed in Service, the date the project was ready and available for use by an existing or hypothetical tenant.
Click Save. The project now appears 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 associated with a Project shows a wrench icon. Hover over the icon to see the Project name.
How do I assign a new transaction to a Project?
On the Transactions page, select + Add and fill in the transaction details.
After you select a property that has a Project, an Assign to dropdown appears.
Choose the appropriate Project from the dropdown.
How do I assign an existing transaction to a Project?
On the Transactions page, click the pencil icon next to the transaction.
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?
Use the Bulk Edit function:
On the Transactions page, check the boxes next to the transactions you want to update.
Click the pencil icon to open the bulk edit panel.
Choose the Project.
Click Save.
Reviewing Project Expenses
How do I view all transactions associated with a Project?
On the Transactions page, find the Premium Filters.
Use the Assigned to project filter.
Completing or Deleting a Project
What should I do when a Project is finished?
Go to the Projects card on your Dashboard.
Click the pencil icon to edit the Project.
Turn on Mark as Completed.
Click Save.
How do I delete a Project?
Go to the Projects card on your 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 doesn’t delete the associated transactions. All transaction data stays intact.
