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

Project Editor - General Info

This is the basic information about your project such as number, name, and client.

Project Editor - Billing Rates

Each project will have its own unique set of billing rates. In most cases, these will be generated from your master billing rates.

Project Editor - Phases • Consultants • Fees

Phases will be used to enter your fees and generate your invoice line items. Each phase within your project can have any of the available billing formats.

Project Editor - Billing Options

Project settings are copied in from your master settings. Because they are copied, you can make changes as needed for each project.

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Project Editor - General Info