Add or edit a project

Add a new project so you can track time and costs, and report on the profitability of the project. You can edit the project if you need to change any of the details.

Add a new project

  1. In the Projects menu, select All projects.
  2. Click New project.
  3. Fill in the project details
    • Contact - Select an existing contact or create a new contact.
    • Project name - Give your project a name.
    • Deadline - (Optional) Enter a deadline.
    • Estimate - (Optional) Add an Estimate.
  4. Click Create.

Edit an existing project

  1. In the Projects menu, select All projects.

  2. Click the name of the project you want to edit.

  3. Click the Settings icon, then select Edit.

    Image of edit project button

  4. Make your changes, then click Save.