Assigning a Project to a Customer

The projects module allows you to enter your business projects into the system and monitor their costs.

 

Assigning a project to a customer:

1. Go to Main Navigation > Projects

2. Click on New Project

3. Choose the customer to assign to from the drop down list

4. Choose a branch and contract if applicable

5. Add the project details

6. Click Manage Project

7. Add any phases by clicking the Add New Phase icon next to the project

8. Add any tasks under these phases by clicking the Add New Task icon next to the relevant phase

9. Click Save to submit the project with a customer linked

 

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