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.
Adding a new project
To add a project:
- Select Projects from the side menu.
- Click the icon located at the bottom, right-hand corner of the page.
- Complete the fields in the dialog that displays, then click Add Project.
Your new project will display.
- Update settings for the project:
Projects you’ve added are available on the Projects > Timeline or Projects > List pages.
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?
Can I mass add or edit projects?
If you need to mass add or edit projects, we recommend using our import tool.