You can create projects from the top navigation by opening the Add new menu or clicking Projects in the side navigation. Just fill in the details and Save.

Currency cannot be changed after saving a project, so if you are using multiple currencies (Multi-currency add-on required) make sure you select the correct one when creating the project.

When finished, you are redirected to the newly created project card. You can edit the details of the project or add activities and notes to it. All activities linked to a project are shown under Activities and are easily modified there. From the Sales tab you can also easily access proposals and files added to it and add new ones if needed.

If you navigate away from the project you can get back to it by clicking the project name anywhere in the system. Use History in the top navigation to access the latest 10 places you've visited.

The project card is divided into five tabs:

  • Sales: Sales process related information and activities of the case.
  • Project plan: Project phases, work hours and estimates, and timelines.
  • Collaboration: Project notes and the project tasks on a kanban.
  • Financials: Project pricing, fees and costs and financials.
  • Project settings: Project-level settings, like default billing information and general settings.

Project name, project number and project manager are displayed on top. Customer name is shown as a link under project name so you can easily move from the project to customer card. Project description can be shown or hidden as a default. When viewing description you can also see when the projects was created and by whom. If the project was updated, that is shown here too.

Project status can be set using the menu next to Project manager. If a status is selected, status name can be seen directly but you need click the status to see if a description has been added.

If you need to close or delete a project, you'll find the option next to the Billable button.

You cannot delete a project that has work hours, activities, fees and other expenses, proposals or invoices connected to it.

You can easily invoice the project by clicking the Create invoice button. The button shows the amount waiting for billing. If there isn't anything yet to be billed, you can create a draft invoice and add rows to it manually.



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