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.

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

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

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"