Help Center
Clients, Projects, & Tasks
Creating a new project
Description
Describes how to add or edit a project.
Who can access this page?
To edit or add a client, a user must have Client Management access. Click here to view how to setup client management access.
Location
Menu Setup Clients
Click Add Client or Edit
Click Add Project or Edit
Instructions
- Add a new projectClick the Add Project button. This will open a new tab where you can enter general information about the project. Once completed, click the Save button.
- Edit an existing projectClick the Edit button. This will open a new tab where you can enter general information about the project. Once completed, click the Save button.
- Invoice RateThe invoice rate determines what rate will be used for statistics and invoices. If "User Billing Rate" is used then all hours tracked will use the user billing rate. If "Project Billing Rate" is used then user rates will be ignored and you are then required to enter a rate for this project.
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