How Do I Create Billable Projects?

See Also

Do the following to create a project for billable work:

  1. Open an existing contact record or create a new one.
  2. Click the Projects tab and select New from the Action drop-down list.
  3. Select Billable and click Continue.
  4. Specify the client, enter a project name and edit the system-generated project number if needed.
  5. Click Continue.
  6. Specify the Project Type. The classification types are set up in Preferences.
  7. Make sure the Status is Active.
  8. Click Save on the Projects button panel.

You can set up additional information on the other project tabs (for example, General, Documents, Tasks, etc.).