Creating a new Project

From the Main page of the Project window (you will need to specify the Client):

project_main

1. Click the New Project button.

2. Select the Client of the Project from the Client list displayed:

select client

To select a Client from the list, double-click the Client name.

If the Client list is very long and the name of the current client is not displayed, you may enter the first letters of the Client name into Starts with: field. Or you can select Contains from the drop-down list above the Clients list and enter the letters the required Client Name contains:

starts_contains

If the Client is new, you may add the client by clicking New Client button.
See Also: Adding a new Client

3. Fill the fields of the New Project window displayed after the Client was selected.

From the Projects page of the Client window (the Project for the particular Client will be created at once):

client_projects

1. Click the New button.

Note: the Client the Project will be created for was selected on the Main page of the Client window and is displayed in the window header

2. Fill the fields of the New Project window displayed.

After the Project was added to the database, it is displayed in the Project list on the Main page of the Project window; here you can change Project details on the Project Profile tab.

Project details can be also changed in the Edit Project window. To open it click Edit button from the Projects page of the Client window. More details...

Client Jobs can be added to the Project from the Client Jobs page of the Project window. More details...