Adding a Project
Create a project, assign its client, departments, and resources, and set its billing type.
New projects are created on the Add Project screen. The form captures the client, the people assigned, the schedule, and whether the work is billable.
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How to Add a Project
- Open Add Project.
- Enter the Project Name.
- Select the Client Name.
- Select the Project Manager/RM.
- Select the Department or departments involved.
- Select the resources under Assign Resources.
- Set the Start Date and, where known, the End Date.
- Select the Type as Billable or Non Billable.
- Enter the Description.
- Click Select File to upload an attachment.
- Click Save.
Project Form Fields
| Field | Description | Required |
|---|---|---|
| Project Name | Name of the project | ✔ |
| Client Name | Client the project is delivered for | ✔ |
| Project Manager/RM | Manager or RM responsible for the project | Optional |
| Department | Departments assigned to the project | Optional |
| Assign Resources | Employees assigned to work on the project | Optional |
| Start Date | Date the project begins | ✔ |
| End Date | Date the project is expected to finish | Optional |
| Type | Billable or Non Billable | ✔ |
| Description | Summary of the project scope | Optional |
| Upload Attachment | Supporting document for the project | Optional |
Attachment Rules
- Accepted formats are Doc and PDF only.
- Maximum file size is 2 MB.
After Saving
- The project is added to the Project List with a generated project code.
- Assigned resources appear on the Resource List within Project Details.
- The project is counted in the summary tiles according to its work status and type.
Type defaults to Non Billable. Change it before saving where the work is chargeable, since the Billable and Not Billable tiles are driven by this setting.