Projects

**Projects**

**Projects: Structured Pursuits of Purpose**

Projects encompass planned endeavors executed over time for specific objectives.

The Project feature is accessible from the features list on the home page or by selecting it from the customer profile (click "customer," on the homepage,click "view" under the customer's name).

When you click on "Projects," there will be an assembly of all your projects with respective statuses and quantities displayed for your view (projects that have not started but are registered, projects that are in progress, projects on hold, canceled projects, and completed projects) readily available.

Click "Project," then "New Project," and you will fill in the following information fields:

- Project Name
- Customer
- Billing Type
- Status
- Total Rate
- Estimated Project Hours
- Associated Members
- Start and End Dates
- Tags
- Description of the Project

You can choose to send the project via email at the bottom of the fielded area.

You have adjustable options for the project settings on the left side of the page.

Click "Save" to save your project.

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