---
title: "Expenses: Projects and tasks"
slug: "project-costs"
description: "Track and allocate expenses with projects and tasks. Learn to create, manage, and assign them to categories for efficient expense claims."
updated: 2026-04-13T10:14:57Z
published: 2026-04-13T13:13:14Z
canonical: "help.cintra.co.uk/project-costs"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Expenses: Projects and tasks

Projects and tasks allow you to track and allocate expenses against specific areas of work. A project represents a billable body of work; tasks are optional sub-divisions within a project. When you assign a project or task to a category, the relevant code is automatically applied to any expense claim made under that category.

### Creating a project

1. As an admin, go to **Setup > Project**.
2. Click **+ Project**.
3. Ensure the **Active** option is selected.
4. Enter the project’s **code** and **name**.
5. You can also assign another Expenses user as a **project manager**, and add a **group** / **analysis**.
6. Click **Save**.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(333).png)

### Creating a task

1. As an admin, go to **Setup > Tasks**.
2. Click **+ Task**.
3. Ensure the **Active** option is selected.
4. Enter the task’s **code** and **name**.
5. Enter the **hourly rate**, if applicable. This appears on the claimant's expense form.
6. Enter the **Project** name. The task is assigned to the Project.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(335).png)

### Assigning projects and tasks to a category

Once you’ve created your project:

1. Go to **Setup > Categories**.
2. Select the category you’d like to assign the project / task to.
3. Tick the **Enable (Project, Task)** box.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(334).png)

1. You must choose whether the user MUST select a project / task (**compulsory**), whether it is **read only**, and whether you want to **hide the project** option on the expense claim.
2. Either:
  1. Search for the **Project** and **Task**, if the task is attached to the project or.
  2. Search for the **Task**.
3. Click **Save**. The project / task is then assigned to the category, and will automatically to any expense claim using the category.