Projects in SolaCount

SolaCount and SolaProjects share the same project records. When the two are connected, you can work on projects inside SolaCount (overview, tasks, time, team, documents, planning budgets) and link invoices, bills, expenses, quotes and budgets to a project so you can see its real financial result. This page explains the connection, the Projects workspace in SolaCount, and how project references on documents are controlled.

Where to find it

• Click Projects in the left rail of SolaCount. The Projects panel opens.
• The project list is at /project-finance; a single project is at /project-finance/{id}.

At the top of the panel is a project selector. Choose a project there and the Selected project links open that project. At the bottom of the panel a SolaProjects card opens the full SolaProjects app (Open SolaProjects) for advanced planning and delivery.

Who can use it

The SolaProjects connection

SolaCount and SolaProjects are connected per organization. The connection uses the existing project records and IDs; nothing is copied or renumbered, and historical links stay in place.

Automatic connection

When your plan includes both apps, the connection is made for you:

• After you finish SolaCount setup (chart of accounts, base currency), SolaCount asks SolaProjects to connect the organization. If SolaProjects is temporarily unreachable, it retries the next time someone opens SolaCount.
• In SolaProjects, an owner or administrator who opens Settings → Integrations while SolaCount is ready but the integration is still off is connected automatically. A notice says "SolaCount connected automatically."

The automatic connection never creates projects, invoices or journal entries, and it does not override a connection someone deliberately paused or disconnected.

Manage the connection

Owners and administrators manage the connection in SolaProjects → Settings → Integrations (the SolaCount connection card):

Work with projects in SolaCount

Find a project

1. Click Projects → All projects (or Active projects / Archived projects).
2. Use Search (project name or code) and Status (All current projects, Active, Completed, Archived), then click Apply filters.
3. Switch between List view and Card view.
4. If you may see project financials, a Posted project financials card above the list shows Revenue, Costs and Profit in your base currency for the projects you can access, with a note on what it includes (see Project profitability).

You only see projects that SolaProjects says you can access. If none are assigned to you, the list shows No projects assigned yet with "Ask your organization administrator to assign a project. Creating projects requires separate permission."

Create a project

1. Click New project at the top-right of the list (shown only if you may create projects).
2. Fill in the form. The details are saved in SolaProjects.

3. Click Save project. You see "Project created successfully."

The project workspace

Open a project to see its workspace. The header shows the name, code, status, customer and manager, with Edit project and Archive project (or Restore project) when you have permission.

Archived projects are read-only: you cannot edit them or create new documents for them.

If SolaProjects is briefly unavailable, the list shows "Project access could not be checked. Please try again shortly." and no cached projects are shown, so nobody sees projects they may no longer have access to.

Link documents to a project

Invoices, bills, expenses, quotes, sales orders and budgets have a Project field.

1. Open or create the document.
2. Choose the project in the Project field.
3. Save or post as usual. Existing permissions, approvals and posting rules apply.

Which projects you can choose

The Project list is limited to projects you can access in SolaProjects:

• Owners and project administrators see all active projects in the organization.
• Other users see only active projects they are a member of.
• Archived projects cannot be chosen for new links.
• You need the Assign projects to finance transactions permission and the Projects plan feature. Without them, the field is not available.

When you edit an existing document, its current project stays selected even if you no longer have access to it, so normal edits never break historical links. Choosing a different project, or clearing the link, is checked against your current access. If it is not allowed, saving fails with "You do not have permission to change this project."

Worked example

Al Noor Trading LLC runs the project "Marina Tower Fit-out" (code MTF-01) for Gulf Interiors LLC.

1. The project manager creates the project in Projects → All projects → New project, billing method Fixed, currency AED.
2. The accountant creates a bill from Emirates Joinery for 40,000.00 AED + 5% VAT and selects Project: Marina Tower Fit-out.
3. When the bill is posted, the project's Accounting & profitability figures show 40,000.00 AED of external cost.

The project link does not change the journal entry. It tags the lines so project reports can include them.

Tips and common problems

• The Projects rail item is locked. Your plan does not include Projects in SolaCount. The owner can upgrade in the Solavel Portal.
• A project is missing from the Project field. You are not a member of it, it is archived, or you lack the assign permission. Ask a project administrator.
• "This project changed in SolaProjects." Someone edited it at the same time. Refresh and review before saving.
• "Project changes are temporarily unavailable." SolaProjects is not reachable; your SolaCount data is still available. Try again shortly.

Related

• Timesheets
• Project profitability
• Budgets
• Retainers
• SolaProjects integrations
• Team