Projects are where you can manage all of your documents, bids, timesheets, etc with an existing project. They also allow you to tag a worker's time to a specific location for tracking purposes.
Creating a Project
Adding a new project is quick and simple. Follow the steps below:
- Click the Project tab from the left hand menu.
- From the Projects page, you will see existing projects or create a new one. To create a new project, click +New Project in the top right corner.
- On the next page, you will see a form for you to input basic details about the project.
It's important to know that only a project name is required at the time of creation. This means that each project made must have a unique name. If you try to make another project with identical names, the system will prevent you from proceeding.
Let us know if you have any issues with this, we're glad to help!