Add New Projects

Use the Project Settings option under the Jobs List submodule to add new projects.

To use the Jobs List submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To add a new project:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List.
3. Highlight the job associated with the client that you want to add a new project to.
4. Click Further options and select View project settings.
5. In the Project Settings dialog box, click the Project Settings tab and click Add project .
6. In the Create Project dialog box, enter a name for the project that you want to add.
7. If you want the project to be a retainer project, select the Project retainer check box.
8. Click OK.
9. You can edit the different fields by double-clicking on the corresponding field.
   Note: This function is not applicable to the Job price estimate summary, Job costs summary, and Job invoice summary fields.