Projects can be created directly on the quotation, job/order, etc., or created in the projects module and then associated to a quotation/order., etc.
Once you have associated a project to a quotation and create jobs/orders, invoices, etc. from the original quotation, the project will carried across to all the other document.
The first method shown is from the projects screen.
Create a project from the projects screen
1. Click "Go To"
2. Click "Projects"
3. Click "New"
4. Click on a pre-build (in this case "Standard")
5. Select or add a customer
6. Ideally add a description
7. Optionally add a cost budget, customer's budget, start and end dates
Link a project to a quotation or job
8. On any quotation, job/order, etc., click on the "Project" dropdown. Use the "Screen Options" button to make this visible if it is not already
9. Find the project and select it
Create a project from a quotation or job
10. Alternatively, you can create a project directly off one of these screens. Click on the edit button on the project field
11. Click on the project pre-build to base it on, for example the "Standard" one
12. Enter the project's details and click on "Save Changes"
Learn more: project tracking in Zigaflow