Project Management

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.

1. Navigate under Projects > Active

2. Click Create Project in the upper right corner

   

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

      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)

      

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.

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

1. Open the Project you'd like to edit

2. Click Project Details in the top right corner

   

3. Click the edit icon and make adjustments as needed.

   

   Project ID cannot be edited once your Project is created to ensure accurate records for both your internal team and Lumanu's. 

4. Click Save. Your changes will immediately be reflected.

Archive completed Projects to tidy up your workspace and redirect energy to active campaigns.

All payouts must be fulfilled or canceled in the Needs Approval and Approved but unpaid tabs in order to archive a Project.

1. Open the Project you'd like to archive

2. Click the ellipses in the top right corner of the screen, then Archive Project

   

3. Click Archive
   
   

   

4. Your archived Project will move to the Archived Projects tab. Projects can be unarchived at any time.