Projects

A Guide to Lumanu Projects
A Project is a tool that allows your team to categorize and manage vendor invoices by budget, campaign, or client. We know working with and paying a l...
How to create a Project
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 creat...
How to archive a Project
Archive completed Projects to tidy up your workspace and redirect energy to active campaigns. How to archive a Lumanu Project: All payouts must be ful...
How to add invoices to a Project
Your team can add invoices to a Project in one of two ways: 1. Bulk upload via .csv 2. Adding invoices one by one How to add invoices to a Project: Fi...
How to create a Project Estimate
Project estimates are an essential planning tool that help companies evaluate the anticipated costs of a specific marketing initiative before proceedi...
How to create a Project Field
Project fields serve to standardize the information that is incorporated into your project estimates. They also allow your team to customize campaign,...
How to edit a Project
Open the Project you'd like to edit Click  Project Details in the top right corner Click the edit icon and make adjustments as needed. Project ID c...
How to assign invoices to a Project
To assign an invoice to a Project, it must be unapproved. Navigate under your Payouts tab, then Needs Approval .  Select the invoice(s) you'd like ...
Moving Funds to a Project
After you create a funding invoice and apply the unapplied deposit to your Lumanu balance, you will click 'Transfer Balance' in the upper right hand ...