To create a new project go to the “Projects” section at the top and click on “Add Project”. It will open a section like the one in the picture below where you can enter all the data specific to that single project! Not bad right? 🙂
Here is an explanation of each field:
- Reference quote: is a free text field, sometimes it may be appropriate to keep track of a quote, offer, contract referenced of a project
- non-billable flag: to mark internal projects that will not be billed to a client
- Budget: In the case of a billable project, what is the project budget?
- target marginality: how much do I aim to earn with this project? (in percentage)
- Project Manager: team member who will be responsible for the project
- Team: free text field
Now click on “Confirm” and your project will appear in the list. You will find it here whenever you want and you can edit it anytime!