Add a new Project

Overview

Add a Project

Details Tab

Cost Codes Tab

Other project Tabs

Overview

Projects are the backbone of your workflow - they help you organise tasks and keep everything on track. Adding a new project is simple: you’ll create a unique code, add a description, and choose the right branch. You can also include optional details like a default general ledger account. Once saved, you’ll land on the Details tab, ready to fine-tune your settings.

Add a Project

This video here gives you everything you need to get started. But if you prefer a little reading, the text below has you covered too!

From the My Lentune homepage, click Projects in the menu.
On the Projects search page, select New Project.
Fill in the following details:

- Code: A short, unique identifier (often an abbreviation of the project name).
- Description: The full project name.
- Branch: Pick the branch that applies.
- Project Type: Leave this as Standard unless you need something different.
- (Optional) Add a default General Ledger Account.
Click Save. You’ll be taken straight to the Details tab for any extra setup.

Details Tab

The details tab is split into different sections to help you manage your project.

Project Details
Edit the information you entered when creating the project. You can also add a Delivery Address for purchase orders and assign a default approver for the project.
Contract & Budget Summaries
These sections will automatically update as you add more details to your project over time.
Project Summary
Manage the charge-out rate for the project. Read more about project charge out rates here.
Cost Code Visibility
Control which cost types can be accessed from different areas of the system, giving you flexibility over what users see. Refer to Project Defaults for Cost Code Visibility to read about this.

Cost Codes Tab

The Cost Codes tab is where you set up and manage cost codes for your project. Cost codes help you organise budgets into specific categories, making it easier to track spending and stay on top of costs.

Add New Cost Codes
- Click New Cost Code to create a new cost code and allocate a budget for it.

Use the More button for additional actions:
- Add Master Cost Codes and apply them to Projects.
- Copy Cost Codes from another similar project.
- Export cost codes or import them from a spreadsheet.
Double-click any cost code line to review or update cost codes.
Click here to learn more about cost codes and budgets.

Other Project Tabs

Variations tab
- Click here to learn more about variations.
Invoices tab
- The Invoice tab shows any receivable invoices that have been created for this Project.
Yard tab
- The Yard tab allows you to make and view Yard bookings.
Access tab
- The Access tab allows you to determine which staff and Access Personas can access this Project. Learn more about Access Personas.
Communications tab
- The Communications has a record of if any emails have been automatically sent to the project approver notifying them of budget overspends.
Sub contract tab
- The Sub contract tab relates to the Payment Claims module where you can add Sub Contracts to a Head Contract. Refer to Payment Claims: Sub Contract claims for further information.
Reporting tab
- Learn more about project reporting.

Need more help? We’re here! We hope our article was helpful! If you need more info or want to connect, drop us an email at support@lentune.com.

Last updated: 14 Jan 2026