Projects


 

Projects are used to give you greater control of your clients and file work under an individual project.  In this section, you can establish a new project, edit your existing projects and delete inactive projects.

 

To create a new project, click on Clients then Projects.  Click on Create New Project.  Enter the following:

  1. Client Name
  2. Project Title
  3. Project Estimate
  4. Full Proposal/Description

Click Save.