Creating a Project

Click Create Project from the Projects list. You'll configure:

Required Fields

• Name — Project name
• Client — Select from your client list
• Project Manager — Team member responsible for delivery
• Start Date — When work begins
• End Date — When work completes (minimum 7 days after start)

Billing Configuration

Choose how the project generates revenue:

The billing type determines how project value and agency rate are calculated. For Time & Materials projects, value equals hours worked multiplied by the hourly rate.

Optional Fields

• Objective — Brief description of the project
• Language — Displayed as a badge on the project
• Priority — High, Medium, or Low
• Account Manager — Overrides the client's default AM

Saving Options

When creating a project, you have two choices:

• Create Project — Saves the project with Planned status. It's confirmed and ready for scheduling.
• Save as Draft — Saves the project with Draft status. Use this when the project isn't confirmed yet—for example, during the proposal stage or while checking team capacity.

Draft projects appear in all views with a distinct amber styling. You can confirm them later by changing their status to Planned or Active.

What Happens Next

After creating a project:

1. Assign team members — Add people with specific capabilities and weekly hours
2. Set up the workload table — Enter estimated hours per week for each team member
3. Set the status — Change the project status as it progresses (Draft → Planned → Active → Completed)

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Related

• Managing Projects — Day-to-day project operations
• Project Financials — Billing, margins, and profitability
• Clients — Manage your client list