How do I create a project?
To create a project go to, Timesheet ➝ Projects ➝ Create a Project
Project data – description
When you open the project page, you can see the following data and customization:
- project name
- description – additional notes
- customer – client of project.
- link to estimate – assigned estimate or the estimate on which the project is based.
- manager – the staff member who has access to manage this project (update, delete, assign staff members, tasks).
- billing method – how the project price will be calculated and invoiced.
- project budget – info data, forecast project price.
- Project-level Invoice Sequence– project invoice prefix – each invoice related to this project will have numbers with this prefix.
- start date ➝ end date – info data, scheduled period of project.
- tasks – assigned tasks that should be completed during the project.
- staff – assigned staff members who will work on this project.