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Create Project

The Projects module lets you create a structured project linked to a client so work, documents, and billing can be tracked accurately from day one. Defining the Type, Category, Currency, Owner, and Status ensures consistent reporting and easier coordination across teams.

✅ Prerequisites:

  • A Client profile already exists (projects must be linked to a client).
  • (Optional) Dropdown values for Project Type, Project Category, Project Status are set in Dropdown Options (see Dropdown Options Article.)

🛠 How to create a project?

  1. Go to Projects → click ➕ Add.
  2. Fill mandatory fields (marked *)
    FieldDescription
    Project Name*Enter a clear, descriptive project name
    Client*Select the client from the dropdown list (This dropdown shows list from all the client created in client module)
    Project Owner*Assign a responsible person or team (From Employee Module)
    Project Type*Choose from types like Development, Marketing, Maintenance, etc.
    Project Category*Define the category (e.g., Web App, IT Infra, Software)
    Project Currency*Choose currency (e.g., INR, USD, EUR)
    Project Status*Set status (e.g., Initiated, In Progress, Completed)
    DocumentsUpload contracts, plans, or supporting files
    NotesAdd project objectives, requirements, or milestones
  3. Click 💾 Save to create, or ❌ Close to exit without saving.

⚠️ Note: You can modify dropdown values for Project Type, Project Category, Project Status from Dropdown Options (see Dropdown Options Article.).

✏️ How to choose the right dropdown values?

  1. 📦 Project Type
    1. Purpose: Define the nature of the service/product/job offered.
    2. Examples:
      1. New Air Conditioner & Installation Package
      2. Web Design Package
      3. Company Setup Service
  2. 📊 Project Status
    1. Purpose: Reflect the current progress/stage of the project.
    2. Examples:
      1. Analysis
      2. Started
      3. On Going
      4. Development
      5. Completed
        This is purely for internal tracking to identify the project’s current phase.
  3. 🧩 Project Category
    1. Purpose: Identify the primary skill or domain required to execute the project.

⭐ Important Points / Reminders

  • 🔗 Client Association: Every project must be linked to an existing client.
  • ✅ Review before Save: Double-check all data before saving.
  • 🔄 Status Updates: Keep Project Status updated for accurate tracking.

✅ Summary: Create a project via Projects → ➕ Add, complete all mandatory fields (Name, Client, Owner, Type, Category, Currency, Status), optionally attach Documents/Notes, then Save. Choose appropriate Type/Status/Category using the purposes and examples above, and keep Status current for reliable tracking.