Create a Project

Create a project from any page

1. On any page, click the "+" in the top right-hand corner, and click "New Project".

   

2. Select the Portfolio the Project will live in (or create a New Portfolio).

   Note: This step will be skipped If you are already on a project page. The new project will have the same portfolio as the current project that you are on, but you can always select a different portfolio.

   

3. Enter the Project Title, Description, Client, Project ID, and set project status. Click the Dollar icon on the top if the project is billable.

   Note: Only the Project Title is required to create the project; other information can be added or updated later.

   

Creating a project in Portfolio

You can also create new projects directly in the Portfolio. Just click the New Project button and fill out the project information.