Creating a New Project

Before projects can be used, the project module must be turned on and the user must have access to the areas of projects through their selected User Type.

Steps:

Click on the Project Module.

Click on the [+ New Project] button in the top right-hand corner.

A new screen will appear.

Fill out the Project Details

• Name - Name of the project
• Project Type - select the project type from the drop-down. Project types are set up in system settings
• Location - Select the company location that will be completing the project
• Project Manager - Select one of your employees from the drop-down menu
• Account - what customer will be tied to the project
• Start Date
• End Date
• Hours - Estimate the overall hours needed to complete the project. Be sure if you have multiple employees onsite that you calculate the hours (x # of employees)
• Notes - basic notes on what will occur in the project
• Status - Of the overall project

 

Learn how to set up the project employees

Learn how to fill out the Project Schedule

Learn how to fill out the Project Products & Services

Learn how to fill  out the Project Expenses

See Project History