Your first project

A project starts from Projects, or from Home, with New project. A short sheet takes you through three steps and keeps a draft as you go.

1. Basics

Give the project its Name. Its Number comes from your numbering series; Pick another chooses a different one. Then fill in:

• the Client (find one, or add a new one);
• whether it is Billable or Internal;
• its Contract value and Currency (left empty, the firm’s own);
• its Planned cost, if you know it.

Choose Next: stages.

2. Stages

Pick a Template to copy its stages, deliverables and tasks, or No template: start with no stages. With a template, you can change its stages for this project. If you do, say what happens to the template:

• Keep the change on this project only
• Also save it as a new template
• Update the template to its next version

3. Team and dates

Set the Start date and, if there is one, the End date (left empty, the project ends with its stages). Under Who works on it, pick the people. Then choose Create project.

What you get

• The template’s stages and deliverables, dated from the start date (or today).
• The people you picked on the project’s Team, as members.
• The project in Planning, open on its page.

Once it has a name, the project is kept as a Draft while you work. Discard draft throws it away.

A project started without a template asks for one on its Work tab, under Give this project its stages.

On the free trial, a company can have 3 projects. Business and Professional have no limit.