Create a project

Create a new project and fill in the main project details.

Create a project when you want to group several related work orders under one job.

Only the Project code is required.

1

Open Projects

Go to Projects in the main menu.

2

Add a new project

Click Add.

3

Enter the project code

Enter a unique Project code.

This field is required.

4

Fill in the project details

Add the project name and any other fields you want to use.

You can also set dates, customers, status, skills, and budgets.

5

Save the project

Click Save.

Good fields to add from the start

• project name
• delivery and invoice customer
• start date
• status
• budget hours, costs, or revenue

Frequently asked questions

Which field is required?

Only the Project code is required.

Can I create a project from a template?

Yes.

Use a template when you create similar projects often.

Can I change a project later?

Yes.

Open the project and edit it.

Review changes carefully if the project is already in use.

Related topics

• Projects
• What is Projects?