Tag Projects to Clients and Products
Link each project to a client or product so delivery and revenue roll up automatically into the right place.
Tagging is what connects a project to the rest of Kuvi. Every project is either Service work (funded by a client) or Product work (internal investment in something you build), and the tag decides where its delivery and revenue roll up.
Tag a project when you create it
The Service / Product toggle is the first choice on the new-project form, and it sets which link is required:
- From Projects, click New project.
- Choose the type:
- Service then pick the client this work is for.
- Product then pick the product it belongs to.
- Fill in the rest of the project and save.
If you don't have a client or product yet, the form links you straight to add one first.
A Service project needs a client and a Product project needs a product. That's what lets Kuvi roll the numbers up cleanly later.
How delivery rolls up
Once a project is tagged, it appears on the client or product detail page along with its task count and status. Across the company, the Service-versus-Product effort split (based on estimated hours, or task counts when nothing is estimated) is shown in delivery and resource split.
How revenue rolls up
- Service / clients. Invoices you raise for a client are summed on that client's page as Billed (sent, paid and overdue) and Collected (paid only), and the same numbers power Revenue by Client.
- Product / products. Invoices billed against a product's projects, plus any product income you record, combine into Revenue by Product and the Product column of the Financial P&L.
Income you record without choosing a product is still counted, but shown separately as unassigned rather than against a specific product.