Creating and setting up a project

The Projects module lets you manage your projects end to end, from study to handover and invoicing.

To create a project, go to the Projects menu and click New project. Fill in the main information:

• the project name (a unique code is generated automatically);
• the client and, if needed, the relevant site;
• the project manager in charge;
• the planned start and end dates;
• the initial budget;
• the invoicing method: progress billing (situations) or flat-rate.

You can also link a department and a trade for analytics. Once created, you reach the project panorama that centralizes tasks, time, budget, change orders, situations and documents.