Help / Projects

Create and edit a project

Add a new project with its client, dates and budget, and change those details later.

Create a project

1. Open Create New Project, or click Create New Project on the Projects list.
2. Under Project Information, fill in: - Project Name (required). - Client: pick one from your active clients, or leave No client. - Description.
3. Under Timeline, set the Start Date and Due Date if you know them.
4. Under Budget, enter a Budget Amount if you have one.
5. Click Create Project.

You land on the new project. Every new project starts with two task groups, Today and This Week.

Edit a project

1. Open the project and click Edit at the top right. (The button is hidden if your role cannot edit projects.)
2. Change any of the fields above. The edit page also has Status and Priority, picked from the lists set up for your company. A project that has never had them set shows Not set.
3. Click Save Changes, or Cancel to go back without saving.

Rules to know

• The Due Date cannot be before the Start Date. The page shows "Due date cannot be before the start date."
• The client must be one of your company's clients; otherwise you see "Please select a valid client."
• The budget on the project is a simple planning figure. The agreed, versioned price lives on the Agreement tab. See Agreement and change orders.

Good to know

• Creating or changing a project needs the edit permission on Projects.
• Changes to projects are recorded in the audit log.