Creating A Project From Scratch

Many projects are created from scratch. However, you have the option of duplicating an exiting project to jumpstart things. You can also open a Proposal and create a project from there - the Project and Proposal will be linked together.

The video above walks through the complete process of creating a project from scratch. Here is a quick outline.

  • Click the plus sign and choose from scratch
  • Set the client from the address book picker
  • Enter the name of the project and choose save
  • Review the general information and update it to suit the project
  • Add billing rates either from your master rates or create custom rates
  • Add phases and enter your contract fee amounts for each
  • Add any consultants you are hiring
  • Assign your staff to the project
  • Review the billing options
  • Save & Close
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