Projects & budgets

Create a project manually

Set the client, description, time target, billing type, and fee.

Create a project from the Projects page when you want to set its client, scope, target, and billing model yourself.

Create a project

  1. Open Projects
    Select Projects in the main navigation, then select Create.
    Acme Projects page with the Create button in the upper right
    Create is above the project list.
  2. Complete the project details
    Enter the project name, client, description, time target, billing type, and fee or hourly rate. The time target and billing fields are optional.
    Create project form completed for Northstar Enablement Program
    This example uses a 120-hour target and a $42,000 fixed fee.
  3. Create the project
    Review the fields, then select Create project. The project is available as soon as the confirmation appears.
    Projects page with a Project created confirmation
    The confirmation shows that the project was created.

Edit details

Open a project’s actions menu and choose Edit details to update its name or description.

Mark complete or reopen

Use Mark complete when a project wraps, and Reopen project if work picks back up.

Delete a project

Deleting is permanent and removes the project from reporting. Only do it for projects created in error.