Click on the + icon to get started; fill in the project and client name, and decide on your preferred start and end date.
Using Tags makes it simple to link projects together and find them back easily.
Every Project is automatically Active. If you want to give an estimate first, simply put the Project on estimate status.
Your Project is ready for use once you’ve clicked on the check-mark.
Now it’s time to add a budget; click the + icon and decide if the budget is based on time or expenses.
The budget is eventually used for estimates, billing hours, progress and invoices.