Step 1: Create a Project

Before You Begin

You arrive directly on the Projects page (in the Project management tab), if you have the permissions.

How to create a project?

1. When you are in Projects, you have a list of your projects.

2. To add a new project, locate the + Create button in the upper right corner. When you find it, click on the button and a window appears.

3. Fill in the information about your project.

4. You can follow the projects by subscribing. Click the Add Subscribers button. You can always follow other people.

5. In the form for creating your project, you can create a file for a new client and a contact. Start by creating your client, simply click on the + button next to the Client field (in the Client section). You fill out the information and hit the Apply button when you're done. It is possible to repeat the process if you want to add more (this step is optional). Next, click on the Client field to select the client for this project. The step for creating a contact is optional. For selection, go below the Customer field, click on the Add Contact button. Click the + button next to the Contact field. Click in the Customer field and a list of names appears, select the desired name. Repeat the same step to add other contacts (this step is optional).

6. When you're finished, click Create to save your new project.

7. Your project can be found in the projects list.

Now that you know how to create a project, it's time to plan worksites in your schedule.