Creating a new project

Projects are usually imported from your financial system. You can also use the Estimate tab to create a new project.

To create a new project

From the Estimate tab (under Plan), click Create a New Project.

The Add dialog displays.
On the Add dialog, complete the following fields:

On the General tab, type in a name for the project .
Note: This is the only mandatory field. You can save a project with only a name for the project.
Toggle if you want to make this project active.
Select the Principle in Charge (PIC) and Project Manager (PM) from drop-down menu.
Select the client the project is for, from the drop-down list.
Select the office to which the project is assigned.
On the Rate tab, select the method you will use for calculating the rates.
On the Budget tab, type in the fees, expenses, contingency and consultant payments for the project.