Managing Projects
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      Adding a New Project to the Schedule

      A new project, including project details and project phases, can be added from the Schedule page.

      Adding a new project is as easy as steps 1, 2, 3 (4 and 5)!

       

      When you first log in and no projects exist, a "No Projects" message displays.

      No Project View1

      Step 1: Add New Project

      1. Select the add button-1 Add icon on the right side of the Schedule page.
      2. Select Create New Project from the drop-down menu. The New Project dialog opens.
        Create New Project1

      Step 2: Enter Project Information

      1. When the New Project dialog opens, complete the fields.
        new project-1
      2. Enter a Name for your project. This name displays on the Schedule.
        • Each Project Name must be unique for a client; however, you can create the same project name for different clients (i.e., Project A for Client A, or Project A for Client B).
      3. Select the client associated with the project from the Client drop-down list.

      Step 3: Upload Photo

      See Adding a Photo to a Project for information on uploading an optional photo.

      • If no photo is set for the project, the client photo (if one is set) is the default photo for the project and assignments. See Adding a Photo to a Client for more information.

      Step 4: Enter Additional Information

      1. Select the Additional Information bar to view additional optional fields.
        new project add info
      2. Enter a project Description. 
      3. Select Confirmed, Tentative or Archived from the Status drop-down list to indicate whether a project is active, upcoming or inactive.
        • Once a project is archived, it won't display on the Projects drop-down list when adding a project to a resource.
      4. Select Yes or No from the Chargeable drop-down list to indicate whether the project is chargeable or not.

        Step 5: Add Phases

        1. If the project has phases, select the Phases bar, and complete the optional fields.
          new project phases-1
        2. Enter a unique Name for the phase. A prompt to update the phase name displays if the phase already exists in the project.  
          • To add additional phases, select +Add More in the lower-left corner of the dialog.

          Note: Once a project is created, you can only add, rename, reorder and 
          delete phases from the Projects: Phase View on the Schedule. 

          Step 6: Create and Save

          Select Create when complete to save your project or Cancel to close the dialog without saving.

          See Also:

          Adding a Person

          Reordering Phases

          Moving a Project Schedule