> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/backoffice/backoffice/projects.md).

# Projects

**Projects** groups related work orders under one larger job.

Use it when one job runs across multiple phases, visits, or weeks.

With Projects, you can:

* keep related work orders under one project number
* track hours, costs, revenue, and progress
* plan work by project activity when needed

{% hint style="info" %}
**Projects** is included in **Accelerate** and **Maximize**.

**Project Planning** is included in **Maximize**.
{% endhint %}

### Start here

Use this section in two parts:

1. Set up the project structure.
2. Plan the work and track results.

### Set up projects

Start here when you create Projects for the first time.

* [**What is Projects?**](/backoffice/backoffice/projects/set-up-projects/what-is-projects.md)
* [**Create a project**](/backoffice/backoffice/projects/set-up-projects/create-a-project.md)
* [**Understand project fields and options**](/backoffice/backoffice/projects/set-up-projects/understand-project-fields-and-options.md)
* [**Set up project statuses and colors**](/backoffice/backoffice/projects/set-up-projects/set-up-project-statuses-and-colors.md)
* [**Use project activities**](/backoffice/backoffice/projects/set-up-projects/use-project-activities.md)
* [**Use project templates**](/backoffice/backoffice/projects/set-up-projects/use-project-templates.md)
* [**Use project skills and requirements**](/backoffice/backoffice/projects/set-up-projects/use-project-skills-and-requirements.md)
* [**Use free fields for projects**](/backoffice/backoffice/projects/set-up-projects/use-free-fields-for-projects.md)
* [**Show project information on work order PDFs**](/backoffice/backoffice/projects/set-up-projects/show-project-information-on-work-order-pdfs.md)

### Plan and track projects

Use this part after the project setup is ready.

* [**Link work orders to projects**](/backoffice/backoffice/projects/plan-and-track-projects/link-work-orders-to-projects.md)
* [**Use the Project Planning Board**](/backoffice/backoffice/projects/plan-and-track-projects/use-the-project-planning-board.md)
* [**Register hours on a project**](/backoffice/backoffice/projects/plan-and-track-projects/register-hours-on-a-project.md)
* [**View the total project overview**](/backoffice/backoffice/projects/plan-and-track-projects/view-the-total-project-overview.md)
* [**Track project budgets and financials**](/backoffice/backoffice/projects/plan-and-track-projects/track-project-budgets-and-financials.md)

### Related topics

* [**OutSmart Packages**](/marketplace-packages-and-power-ups/marketplace/outsmart-packages.md)
* [**Work Orders**](/backoffice/backoffice/work-orders.md)
* [**Scheduler**](/backoffice/backoffice/scheduler.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://knowledge.out-smart.com/backoffice/backoffice/projects.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.