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6.1. Creating a New Project
Documentation for 6.1. Creating a New Project
6.1. Creating a New Project
Documentation for 6.1. Creating a New Project
6. ProjectsUpdated: 4/8/2026
- Navigate to Projects from the sidebar.
- Click + Add Project.
- Fill in the project details:
- Project Name: A clear and concise name for the project (e.g., "Network Infrastructure Upgrade - Q3 2025").
- Description: Provide an overview of the project's goals, scope, and key deliverables.
- Status: Set the current stage of the project (e.g., "Initiated," "Planning," "Executing," "Closed").
- Client: Select the client company for whom this project is being undertaken.
- Contact: Choose the primary contact person at the client company for this project.
- Project Manager: Assign an internal team member responsible for overseeing the project.
- Budgeted Hours: Enter the total estimated hours allocated for the entire project (e.g., "500").
- Start Date and End Date: Define the planned duration of the project.
- Click Create Project.