New Project
Creating a project
- Select Projects in the Manage Bar.
- Click the Add button in the Bottom Bar or select Action > New Project. The Project Info view appears in the Workspace.
- Enter the project information:
- Project Name
- Client: Start typing on the field to choose one of the existing clients from the list or enter a new one. If you create a new client, he/she will be added to the Clients list.
- Status: Draft, Active, or Closed.
- Due Date
- Notes
Note: The Price and Time Spent fields will be completed after you start adding inventory items to your project and tracking the time spent on performing required tasks.
Editing a project
- Select Projects in the Manage Bar.
- Double-click on the selected project in the Workspace.
- Click the Info button in the Bottom Bar or double-click the gray information field at the top of the window to view full project details.
- Edit relevant details.
Deleting a project
- Select Projects in the Manage Bar.
- Select a project you want to delete.
- Press Delete on your keyboard, right-click on the project and select Remove, or select Action > Remove.