1. Navigate to the Clients tab on the ribbon on the left.
2. Search/select the client you wish to create a project for. Click on the blue client name or View to open that client.
3. Go to Projects tab.
4. Select +Add in the Active Projects section as seen below:
5. Using the image above as reference, populate the required field (*) and anything else that you'd want the project to have such as:
- Project template - You can tie this one-off project to a project template.
- Project Name- Name the project accordingly adding the period and year if applicable
- Project Status - You can choose the project status.
- Use case: If you're working on an existing project from the previous year, you can choose what status you're in such as Preparation.
- Assigned To - User this project is assigned to.
- Target Due Date - The date that you want this project to be due by.
- Year
- Period
- Description - Short summary of the project
- Notes - Internal notes about this project
- Hour Estimate - A set amount of hours that you will work on this project.
- Cost Estimate - How much this project will be billed for
- Sequential Tasks - If you want to see this project in a sequential sequence. For example, you will only see the current status it's on and once you complete that status, the next one will display.
- Show Project Status in Client Portal
- High Priority Project
- Use Task Level Estimates- Select to have the ability to add estimates to tasks
- Require Task Selection for Time Entries- Require staff to add a task when adding time to this project
7. Click Save.
Note: Open projects can be found under the global Clients, search criteria or global Projects tab on the left-hand side of the screen.