How do I Create a New Project?

Initial Project creation is as simple as it gets. Although you have the option to go through set up thorough organization and information about every project, only a couple of fields are required to start. 

Creating a Project

• Log in and access the Projects App from your universal navigation menu.
• Click on the Create a Project button from the left navigation panel.

• You can view the following options:
  • Create a New project
  • From Another Project.

Create a new project

• Fill in the following information:
  • Name – Name of the project.
  • Description – Description of the project.
  • Start Date – Choose the start date from the calendar picker.
  • End Date – Choose an end date from the calendar picker.
  • Status – Status of the project such as In Trouble, On Hold, On Track, Awaiting Kickoff, Completed, Behind Schedule. You can manage or Create statuses through settings → Project Statuses → Create.
  • Priority – Priority of the project such as high, low, medium. You can manage or
  • Create priorities through settings → Project Priorities → Create.
  • Customer – Name of the customer. Start typing in the field, the existing customers will be auto-populated or Create a new customer & fill out the requested fields. The created customer's Sales Rep will be assigned as a Project Manager.

• You can enable the project budget for a project through settings → Spend Authorization → Select checkbox to enable.
• Select a billing method from a pre-defined list.
• Click on Create to complete. You can view the created project as shown in the image below:

Related Links

• Create custom attributes.
• Create message templates.
• Create a project from another project.
• Create an invoice from a project.
• Create/Rename/Delete a project.
• Create cases for projects.
• Create a project template.
• Create task with remainder.