You can create a project in two ways:
From the Dashboard by clicking New project → Scheduling.
From the Assignments page by clicking Create new.
This opens the project setup form.
Fill in the required fields and complete any optional fields as needed:
Enter a project name.
Select the Talent Pool from which candidates will be invited.
Choose a Customer if the project is for one of your clients. Note: The Customer field is only available if you have added customers in Settings → Units → Customers. If you need to assign a customer to the project, make sure customer profiles have been created first.
Specify the project location.
Next, select a Schedule in the Schedules field. The list displays schedule labels, not individual schedule templates. When you select a label, all schedule templates associated with that label are automatically added to the project.
You can also:
Assign a Project Team.
Select a Project Owner (by default, the project creator is assigned as the owner).
Enter a salary for the project, if applicable. This can also be added or updated later.
Once all information is entered, click Continue.
The project view will open and display the schedules created from the selected schedule templates. To update the project details, click the pencil icon.
