What this screen is for
This form creates a project. The details section takes a project name and a project code, an optional client chosen from a searchable list of your customers, a status, and a colour that identifies the project on charts and cards. Companies that sell property also see brand fields here; they are hidden entirely for everyone else.
If anything is rejected when you save, every problem is listed together at the top of the form, including rules that have no field of their own such as an end date falling before the start date.
When to use it
Create a project before booking time, expenses or invoices against it, since those records attach to a project rather than standing alone.
What you see on this screen
Project Details
- Project Name — required.
- Project Code — required, and arrives filled in with the next code in the sequence.
- Client (Optional) — searchable by name, company, phone or email, with No Client at the top of the list.
- Status — your company's project statuses, with the default one already selected.
- Color — a picker plus ten presets.
- Brand and Location — shown only to companies that use brands.
- Description — a formatted text box for objectives and scope.
Project Documents — drag and drop or click to upload; images, PDF, Word, Excel and PowerPoint, up to ten files of 10MB each.
Budget and Timeline — Budget, in the client's currency where the client has one; Budget Type of Fixed Budget, Monthly Budget or Hourly Rate; Start Date, pre-filled with today; End Date, which cannot fall before the start; and Billable Project, ticked by default.
Team Members — the people who will work on it.
Filters and actions
Create Project saves and Cancel returns to the list. Anything rejected is gathered into one banner at the top. If a document fails to attach, the project is still created and the message names the files, so you can add them again from the project's own Documents tab.
Related
- All Projects — the list you land on afterwards
- Status Management — the statuses offered on this form