Creating Projects from the Company Tab

Overview

This article will cover how to create and assign projects to placements from the Companies tab.

Steps

1. Navigate to the Companies tab.
   
   
2. Open the company record by selecting next to the company name.
   
   
   
   
3. Choose the Projects tab.
   
   
   
   
4. Select Add to create a new project.
   
   
   
   
5. On the Project Edit tab, complete the following fields:
   • Name - Enter how the project will display on timesheets and invoices.
   • Category - This is typically a department or area of work.
     • A placement can have up to three categories, but each category can have multiple projects listed under it.
       • For example, a category of Clerical can have projects such as Phones, Filing, Meetings, etc.
   • Description - Used to provide more information as to what the project entails.
   • Status - If you are no longer using a project you can set it as inactive. It can always be re-enabled later.

   

6. Select Save to confirm your changes.
7. While still in the project, if there is a manager associated with the projects, go to the Managers sub-tab.
   • If not applicable, skip to step 11.
8. Check the box for the manager.
   
   
   
   
9. Select Save to confirm your changes.
10. Choose the Placements sub-tab.
11. Check the box for the placements assigned to this project.
    
    
    
    
12. Select Save to confirm your changes.