Create a Project
Set up a new project with phases, milestones, and team assignments.
Creating a Project
- Navigate to ERP → Projects and click New Project.
- Enter the project name, client, start date, and target end date.
- Add phases and milestones to build the project timeline.
- Assign team members and set their roles and hourly rates.
- Click Save — the project is live and team members can start logging time.
Where to go next
- Understand the whole module → How ERP Services, Contracts & Billing Connect
- Next in this module → Log Timesheets
- Manage Budgets
- Assign Resources
- See where this fits in the bigger picture → How a Lead Becomes Cash
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