How do I set up a new client project?

Modified on Wed, 19 Jul, 2023 at 10:36 AM

  1. From the Navigation Panel, under Public Zones, select Projects.
  2. All existing projects created for your company will be shown. You can search for projects and filter using given attributes.
  3. Select Add Client Project or Add Internal Project from the top right of the screen.
  4. Add a project name. The system won't let you create a duplicate project name for a client and won't let you save it unless the name is unique.
  5. Complete the remaining required fields.
  6. Click Save and Finish or click Create and Adjust Budget which will save and take you directly to the next stage of entering project detail.

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