You can create new projects in three different ways from various parts of the system:

1️⃣ From the top navigation New > Project
2️⃣ From the side navigation Projects > Summary > Add project
3️⃣ From the customer card on the Sales & projects tab > Add project

Create a new project:

  1. Select whether to create a Customer project or an Internal project
    • Customer projects are projects for real customers that are intended to be billed
    • Internal projects are your organization's own internal projects that are not billed
  2. Fill in the information from case
    • Basic information: Customer, project name, business unit, cost center, invoicing currency and deadline.
    • Required custom fields: If your organization has the Custom fields add-on enabled (Platinum and Enterprise), fill in the required information in the custom fields. You can see a project summary in the list view if required custom fields for the project are still missing.
    • Sales status: For a won project, define the sales by clicking the toggle switch from No sales > Won. Define the Order status, Project value (sales estimate) and the Expected order date.
  3. Finally remember to Save the information


Please note that the project currency cannot be changed after the project has been saved. If your organization has the Multi-currency add-on enabled (Platinum and Enterprise), make sure to select the correct currency when creating the project.

After creating the project, you are directed straight to the project card, where you can manage the entire project:

  • Sales tab: View proposals, attached files or add new documents.
  • Project plan: View the productivity of the project team and prepare the project plan
  • Collaboration: View tasks or internal comments linked to the project
  • Financials: View the project financials, define pricing and manage invoices
  • Project settings: Edit project-specific settings, such as billing information


You can return to the project by clicking its name anywhere in the system or by using the History button in the top navigation (last 10 items). You can also use the search field in the top right corner to search for sales cases. You can manage the project status directly next to the project manager's name and create invoices with the Create invoice button, which immediately shows the billable sum.
Keywords: project management, creating a project, new project, internal project, customer project, project card, billing, custom fields


Keywords: creating a project, new project, customer project, internal project, project basic information, custom fields, multi-currency, project card, project plan, project billing

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