How to create a Project

Edited

What is a Lumanu Project?

A Lumanu Project is a folder that your team can use to categorize payouts based on campaign, client, or budget.



How to create a Project:

  1. Navigate under Projects, then Active Projects

  2. Click Create Project

    Create project 1 (1)

  3. The Create Project window will populate for you to complete. Within this window:

    1. Name your Project

    2. Provide a Project description

    3. Provide a custom Project ID (optional)

      1. A Project ID serves as a way for your team to reconcile payments with IDs used in other accounting systems 

    4. Set your budget (optional)

    5. Provide PO numbers (optional)

      Screenshot 2024-04-12 at 2.28.19 PM

If a Project ID is not provided, Lumanu will auto-generate an ID for you. This ID cannot be changed once set.


4. Your Project will be created using the information provided, and a budget bar will be generated to track your budget and available funds.

  • Total Budget: The budget set during Project creation.

    1. Allocated: The total sum of payouts created and awaiting payment within the given Project.

    2. Spent: The amount of funds issued within the Project (pending or settled).

    3. Available: Total remaining funds available to spend in your project budget after accounting for spend and allocated funds.

      Screenshot 2024-04-05 at 2.25.25 PM

5. Now that your Project is created, you can begin adding payouts and assigning funds to your Project.