How can I add a client project?

To add a project to a client, first select “Administration” from the menu, then click on the “Clients/Projects” link in the “Lookup Lists” panel.

Then, in the table showing the list of current clients, click on the “Projects” button for the client you wish to add the project record to. On the new page, click on the “Add New Project” link at the top of the page. On the form shown, enter a name for the project and an optional project code if you have one (to assist with synchronising with your own project reporting from other systems).

Then, using the checkboxes shown, select if the project should be available to employees recording expenses and timesheets and finally click the “Add Project” button to save the project record.

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