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How to Create a Project
How to Create a Project

After adding your company details, the next step is to set up a project. This process helps organize your transactions, documents, and team members specific to each project.

Ariana Lewis avatar
Written by Ariana Lewis
Updated this week

Steps to Create a Project:

  1. Enter Project Details:

    • Project Name: Provide a unique name for your project. This field is mandatory.

    • Job Identifier: Optionally, assign an identifier for internal tracking.

    • Production Supervisor & Asst. Production Supervisor: Add names.

    • Description: Add details or notes about the project's scope or objectives.

Additional Information:

  • Creating distinct projects allows for better management and organization of resources.

  • You can create new projects at any time using the steps above.

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