Create a project

1. 1Open Projects from the sidebar and go to the projects view.
2. 2Create a new project and name it after what is being delivered, not after the customer alone: most customers eventually have more than one.
3. 3Link it to the customer, and to the opportunity it came from if there is one. Once you have picked the customer, their own deals are listed first under This customer, with every other deal still below them. A customer that does not exist yet can be made on the spot: type its name and choose Create a new customer at the bottom of the list. It is chosen for the project as soon as it is saved.
4. 4Pick the Contact person among the customer's contacts, or create a new one the same way. This is the person the project's accounting system gets as its contact person.
5. 5Owner starts as you; change it if someone else runs the project.
6. 6Set Start and Deadline.
7. 7Open Billing to set Billing method, Agreed price or Price per hour, Hour budget and Department. All optional, and all changeable later under invoicing on the project (see Invoice a project, in parts or by the hour, and see what it earned).
8. 8Save, then add the work as tasks.

Set the budget even when it is a guess. Without it, Spent hrs has nothing to be measured against, and the project reports as healthy no matter how much time goes into it. An approximate budget makes overrun visible; no budget hides it completely.

Link it to the deal. That link is what lets anyone compare what was sold with what delivery actually cost, which is the only reliable way to find out whether a type of work is worth selling at the price you charge.

For repeatable deliveries, choose a reusable plan under Start with when creating the project. See Reuse project plans with templates for creating and maintaining your own templates.

Every project gets a number. A new project is numbered automatically, one higher than the last in your workspace, and the number shows on the board card, at the top of the project page and in the No. column of the list. Search for it like a name. A project that comes from your accounting system shows that system's project code instead.

Customer name in the project name. An admin can switch on Put the customer's name in front of the project name under Projects in tenancy settings. When a project gets a customer, its name becomes "Customer - Project name", so the board shows at a glance whose project it is. Changing the customer swaps the name in front, and a name that already contains the customer is left alone.

Sending it to PowerOffice. In a workspace connected to PowerOffice, the project page shows whether the project has reached PowerOffice yet and, once it has, under which PowerOffice project number. A new project normally goes with the next automatic sync. Choose Send to PowerOffice now to send it straight away, for example when you need the project number for an order. If PowerOffice turns it down, the page says why and you can send it again after fixing it.

Link the project to a company goal if it is meant to serve one (Link a project…), so the objective shows the work behind it rather than being an aspiration nobody can trace.

Archiving or deleting a project

Archive a project that is finished. Choose Archive in the project's menu: on the project page or side panel, use More actions; in the list view, use the menu at the end of the row. An archived project leaves the everyday lists, but nothing in it is deleted, and archiving can be undone.

Seeing archived projects again. Open Options at the top of the projects page and tick Show archived. Archived projects then appear marked Archived, and in the list view grouped by status they get a group of their own at the bottom. Searching by name finds archived projects too.

Restoring one. Open the archived project's menu and choose Unarchive. It is back in the everyday lists straight away.

Deleting is permanent. Delete is the last item in the same menus, and on the board card's menu as well. It names the project and asks before it removes it. This permanently deletes the project. Its tasks are kept but detached. There is no undo, so archive instead unless the project should never have existed.

Below any items specific to the page, the project page menu holds, in order, Invoicing and economy, Duplicate, Convert to task group…, Archive and Delete.