Prerequisites
Only Admin and Project Executive (and Project Manager, if Admin overrides in Company Settings) account types can create a new project. For employees without this account type, they must be assigned to the proposal or project after it is started. To see which account type you have or how to change your account type, see Account Types help article.
Process
On the main Dashboard, click New Project on the top right corner
Enter the Project Details:
Project ID: Auto-generated based on the number of projects in your workspace, this ID cannot be changed or edited
Unique Project ID: Your company-specific Project ID
Project Name: Enter the name of the project - note that this cannot be changed later
Agreement Type: select the agreement type for the project
Assign Project Manager as Default Approver
Client: Select On-System or Off-System
On System: Choose this if the client will be collaborating with you on the platform
Off System: Choose this if the client will not be collaborating with you on the platform but you want to track their contact information.
Currency: Select the base currency for the project. This cannot be edited later, but you can use Currency Conversions if needed
Site Address
Project Manager
Lastly, click Start Project
Here is a quickstep-by-stepp video:
See Also