- From the Navigation Panel, under Public Zones, select Projects.
- All existing projects created for your company will be shown. You can search for projects and filter using given attributes.
- Select Add Client Project or Add Internal Project from the top right of the screen.
- 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.
- Complete the remaining required fields.
- 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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