Tutorial — Setting Up Projects & Services

What This Tool Is For

How to structure your workspace into projects and services — the skeleton every cost, revenue, and metric will hang on.

Step-by-Step Walkthrough

A project is a major product or business line. A service is a sellable or measurable component inside a project. Get this hierarchy right first, because every other screen filters by it.

Step 1 — Create a project. Open the projects area and click New Project. Give it a clear, durable name (rename later is possible but confusing for history). Add a short description of what it covers.

Step 2 — Add services under it. Inside the project, create one service per distinct offering. The test for "distinct": would you want to know this component's revenue or cost separately? If yes, it's a service.

Step 3 — Resist over-splitting. Ten services nobody analyzes are worse than four that everyone uses. Start coarse; split a service later when a real question demands it.

Step 4 — Use the project selector. Nearly every page has a project selector in the top bar. Whatever you pick filters the whole page — costs, KPIs, goals. Make selecting the right project a reflex before reading any number.

Real-World Example

Scenario: A company runs a streaming product. They create project Streaming Platform with three services: Video CDN (delivery), Live Transcoding (real-time conversion), and Archival Storage. Six months later, the per-service view reveals Archival Storage loses money on every sale — a fact that was invisible when everything was one undifferentiated project. They reprice it within a week.

Tips & Common Mistakes

• One project per product line; one service per thing you might want a separate margin for.
• Agree on naming conventions on day one — "CDN", "Cdn", and "Content Delivery" as three entries will haunt your reports.
• When a service is retired, deactivate rather than delete it: its history still belongs in past months' numbers.

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Everything described in this tutorial is a working feature of TupicFinance, the financial management platform of the Tupic ecosystem. The screens, workflows, and guardrails above behave exactly as written there — this guide doubles as the platform's user manual for this tool.