Adding a project

Projects can be used for many purposes, such as invoicing clients, calculating costs, tracking productivity, monitoring progress, resourcing, budgeting and forecasting, supporting audit compliance, and determining profit.

You’ll need Project Manager permissions to create and manage projects. Anyone who’ll be working on projects needs Project Resource permissions.

Adding a new project

To add a project:

  1. Select Projects from the side menu.
  2. Click the icon located at the bottom, right-hand corner of the page.
  3. Complete the fields in the dialog that displays, then click Add Project.

    Your new project will display.

    1. Update settings for the project:
      • Summary - assign basic settings, and track hours, cost, and budget progress for the project
      • Resourcing - assign resources to the project
      • Tasks - add tasks to the project and assign task owners to those tasks (resources must assigned to the project first)

    Projects you’ve added are available on the Projects > Timeline or Projects > List pages.

    You must click the Edit button at the top of the page before you can edit project settings.

    All new projects are set as managed by default, but you can change this. You can also update and customize the project's status.

    FAQs

    Where is my project?

    If you can’t see your project at Projects > Timeline, you might be looking at the wrong project type list. Try clicking the Managed/Unmanaged toggle located at the top, right-hand corner of the page, and see if your project appears.

    Why do I keep having to click Edit?

    The Edit button helps ensure critical project settings aren’t accidentally changed.

    Can we revert the project’s status to an older status or skip a status?

    Yes.

    Can I mass add or edit projects?

    If you need to mass add or edit projects, we recommend using our import tool.