Create a New Project

Only Administrators and Project Managers can create and schedule projects. Once created, projects will appear on your organization’s Projects Portfolio Page.

How to create a new project:

  1. Go to Projects > New Project.
  2. At a minimum, enter basic project information such as Project Name, Project Type, and start + end dates.
  3. Adding additional details will help you create a robust Project Portfolio. These additional details include: client, Custom Fields, budget tracking preference (time, fee and/or expenses), and bill rates.
  4. Click Save
  5. After you set up a project, you can start adding people to the project, and they can start tracking time towards that project.

You can also create a project from a Template or by copying another project.