Add or edit a project

Add a new project so you can track time and costs, and report on the profitability of the project. You can edit the project if you need to change any of the details.

Projects is currently in development. Learn how to get early access to Projects (xero.com).

Before you start

You have to assign a project to a specific contact, so make sure you've added them as a contact in Xero first. You're not able to create a contact through Projects.

Add a new project

  1. In the Projects menu, select Overview.

  2. Click New.

  3. Add the Contact.

  4. Give your project a name.

  5. (Optional) Enter a deadline.

  6. (Optional) Add an Estimate.

  7. Click Create.

    Image of create a new project screen

Edit an existing project

  1. In the Projects menu, select Overview.

  2. Click the name of the project you want to edit.

  3. Click the Settings icon, then select Edit project.

    Image of edit project button

  4. Make your changes, then click Save.

To give feedback about Projects, please use the blue chat window on each Projects page. For general support about using Projects, click Contact Xero Support at the bottom of this page.