Create a project
Set up a new project to start tracking work, time, and costs for a customer.
- Go to Projects in the main navigation.
- Select New Project (also shown as Create New Project).
- You can Create from scratch or choose a template. Using a template creates the project with a ready-made set of tasks.
- Enter a Name for the project. This is required.
- Optionally choose the Account (customer) the project is for.
- Set the Status (Planning, In Progress, On Hold, Completed, or Cancelled). This is required.
- Optionally set the Priority (Low, Medium, High, or Urgent).
- Add a Description, Start date, and End date if you have them. The end date cannot be earlier than the start date.
- Optionally enter budget amounts: an overall Budget and, if you want a breakdown, separate amounts for labor, material, subcontractor, equipment, and other.
- Use Portal visible if you want the customer’s portal contacts to see this project.
- Select Create Project to save.
After saving, you are taken to the project’s detail page where you can add tasks, log time, and more.
Tip: A project needs an associated account before you can invoice it. You can add the account now or later from Edit a project.
See also: Projects Overview