Skip to content
  • There are no suggestions because the search field is empty.

Create a project

Introduction

To gain insight into the projects, it is necessary to first create a project.

Detailed Explanation

When creating a project, we can make a schedule and set budgets to maintain insight and oversight throughout the project, allowing us to monitor progress effectively.

Step-by-Step Guide

  1. Go to the project overview and select add to create a new project
  2. It is also possible to add a project using a template, which is useful if you frequently create the same type of projects
  3. Fill in all the required information (only the project code is mandatory)
  4. Fill in: Name, Code/external code, Active status, Billable, Status, Skills, Start/end date, Description, Customer delivery/invoice, Progress, Budget hours, cost and expected revenue
  5. When you have filled in everything correctly, click on save