Create a Project

Set up a new project to track work, time, and deliverables for a client engagement.

Steps

1. Click Projects in the sidebar.
2. Click New project in the top-right corner.
3. Fill in the project details:
   • Project name — a short, descriptive name (required)
   • Client — select from your client list (required)
   • Description — scope of work or notes
   • Type — choose one: Audit, Tax, Consulting, or Compliance
   • Status — set the initial status
   • Budget — enter the total project budget
   • Start date and End date — define the project timeline
4. Click Create project.

The project appears in your project list and is ready for tasks, time entries, and documents.