---
title: "Link service orders to projects"
slug: "bc-link-service-orders-to-projects"
description: "Integrate service orders with projects to manage costs effectively. Learn to link service items to project tasks and streamline your project management."
updated: 2026-06-25T09:59:10Z
published: 2026-06-25T09:59:10Z
canonical: "docs.staedean.com/bc-link-service-orders-to-projects"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Link service orders to projects

When service orders are integrated with projects, all costs from the service order are consumed to the project. The integration is based on the service order types.

## Steps - Set the service order type

1. In the search box, type **Service Order Types**.
2. Select **Service Order Types** to open the list.
3. The main setting is the **Project Management** toggle. When **on**, the service order can be (and must be) linked to a project. When posted, only the **Ship and Consume** option is available.
4. Specify a **Project Template** to support the automatic creation of projects.
5. The **Project Nos.** setting determines the number for the project, either the same number as the service order or as per the setting on the project template.

## Create a service order linked to a project

- When you select a **Project Management** service order type in the service order, a prompt appears: "Do you want to create a new project based on the base template settings (yes/no)?"

> [!NOTE]
> Note
> 
> Select the service order type after selecting a customer.
  - **Yes**: The project is created as per the settings on the service order type.
  - **No**: No project is created. Select an existing project when the service order is complete.

- Once the service order is linked to a project, link each service item line to a project task. In this way, a service order can contain many service items and each line can link to its own project task.
- When you post usage to the service order, only the **Qty. To Consume** field is filled and only the **Ship and Consume** posting option is available. The **Qty. to Invoice** field is not editable. The posting creates a project ledger entry in the linked project.

## Related

- [Service integration](/bc-service-integration.md)