Adding Project Attributes in Lumanu

Project Attributes allow you to add extra bits of information to a project. This helps keep your financials organized and aligned with the internal structure of your team or company. Some common examples of attributes include:

• Campaign ID: Track project spending by specific marketing campaign.

• Client Name: Keep a record of which clients the funds are allocated to.

• Internal Name: Use your company’s internal Project naming conventions.

• Department: Assign a Project to a specific department for better budget control.

• Budget Name: Identify Projects based on different budget sources or categories.

These attributes make it easier to filter, sort, and report on projects according to criteria that are meaningful to your business.

• Customization: Tailor the information you track based on what’s important to your team.

• Better Reporting: Use attributes to generate reports that reflect your internal tracking system.

• Organizational Clarity: Keep projects organized by adding details like department or client names.

1. Access Your Organization Settings
   Click on your business name in the upper-left corner of the Lumanu app to open the dropdown menu.

2. Navigate to Organization Details
   From the dropdown, select Settings, then go to Organization Details to manage your organization’s preferences.

3. Configure Project Attributes
   Under the Project Settings section, you can customize the attributes you want to add, such as Campaign ID, Client Name, or Budget Name. These attributes will be available as optional fields when creating new projects.

Once configured, you’ll be able to fill in these attributes for each new Project, helping to keep your Projects organized and aligned with your team's internal structure.

Once configured, you will find the attributes under Add Additional Info during Project Setup:

For additional information on Projects please refer to our Projects Help center.