To create a project, follow these steps:
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Navigate to the Projects tab. You will see a list of all the projects you have already created.
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Click on the Add Project button. A form page will open.
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Fill in the mandatory fields:
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Customer: Select an existing client from the dropdown or type a new client name. If it’s a new client, you’ll be prompted to add customer details.
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Project Name: Enter the name of your project.
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Project Owner: By default, the system assigns you as the owner, but you can change it if needed.
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Country: Select from the dropdown.
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Fill in non-mandatory fields (optional):
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Project Type: e.g., Residential, Hospitality, Corporate, etc.
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Reference Number
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Project Folder: Link to any online folder (e.g., Google Drive) where project documents are stored.
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Other optional details as needed.
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Click Add to create your project.
Your project will now be successfully created and visible in the Projects list.