To create new project go to Projects from the aside menu and click New Project on the top left button.
- Project Name – The name of the project – Visible to customer
- Select customer
- Billing Type – there are 3 billing types for the projects. (auto-selected from the most used billing type)
- Fixed Cost
- Project Hours – Based on project total billable hours
- Tasks Hours – Based on tasks total billable hours – Total is calculated per task Hourly Rate (When creating task you need to set hourly rate for these tasks if billable.
- Select project members – Only project members and staff who has permission Manage Projects will be able to access the project.
- Start Date
- End Date
- Project Description
NOTE: For more detailed information, please refer to the video linked below.
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