To create a new Project, simply navigate to Planning–>Projects, and click the + button
From this page, you have several fields and options to fill out to create your Project.
This will be the name of the Project, which will be displayed in the table at Planning–>Projects. All users who are assigned to a Project (including clients) will see the Project name.
This will be the description of the Project, which will be visible when from the individual “Manage Project” dashboard. All users who are assigned to a Project (including clients) will see the Project description.
Use this field to select your desired client that will be assigned/related to the Project. Alternatively, if the desired client doesn’t exist in your installation yet, you can use the + button next to the field to add a new client. This will bring up a “Add Quick Client” overlay, with just a few fields that will allow you to quickly create a new client.
Once the new client is created, they will be automatically assigned to the new Project you are creating.
This field will designate the “Project Leader” for this Project. The Project Leader will manage all “Questions” and task approvals/completions within the Project. The Project Leader can be any Admin or Project Manager that exists in your installation.
Assigned to the Project
Use these fields to assign various internal users to the Project. This would include the Master Account user, Admins, Project Managers, Teammates, and/or Salespersons. In order to assign a task to a user inside a Project, that user will need to be assigned to the Project itself, which can be done here.
When assigning users to a Project, you have two options. You can either assign individual users directly to the Project, simply by clicking inside the blank box on the right side. Alternatively, you can use the “Select Team” dropdown box on the left to assign entire groups of users at once (You can find out more about Teams elsewhere in the documentation). These two assignment methods can be used in tandem, meaning that if you assign a Team to a Project, you can then add-on individual users to the Project, in addition to the previously assigned Team users.
As a side note, your own account (that you are logged-in as) will not appear as selectable in this dropdown field, as you will automatically be assigned to Project you create.
Estimated Completion Date
Clicking this field will bring out a datepicker calendar, which will allow you to set a date of estimated completion for this Project. This date will appear as the “Due Date” in the table at Planning–>Projects, among other places. All users who are assigned to a Project (including clients) will be able to see this date.
Use this field to optionally assign this Project to a desired Business Sector. Please refer to the FAQs “What is a Business Sector?” and “How do I create a new Business Sector?” for more information regarding Business Sectors. All users who are assigned to a Project (including clients) will be able to see the Project’s assigned Business Sector.
Estimated Value of Project
Use these fields to optionally set the estimated value of the Project, by first selecting a currency from the dropdown box on the left, and then entering a numerical value in the box on the right. All users who are assigned to a Project (including clients) will be able to see the Project’s estimate value.
When the Project details are filled out to your liking, simply select “Create” to save the Project. The Project will be immediately viewable to all assigned users, and the users will also receive email notification regarding the new Project.
Use this dropdown to optionally apply a Project Template to your new Project. You can read more about Project Templates in the corresponding section further below.