How to Add a Project

Now you're ready to create your first project! You will begin on the Home page and choose the Projects section on the left side of your screen. Then move to the Gantt view. 

Once you arrive at the page, you will see any current projects. It will be blank if you have not added any yet. At the top you can choose between Project and Users to enhance your search. This top bar allows you to define your search by period of time and by Company.

To the far right of your window you will see an ADD button. From here you can create your first Project.

Projects are like the folder, you will need to add a Description, a Typology (the type of project this is for), and add a Status (To Start, In Progress, Finished, etc.). Next you will choose a Date range for the duration of the project and add the amount of hours of effort that should be spent on it. 

Then you will add a team to work on this project. You can add it by User, by Contact, or by predetermined Team. Then choose a Team Manager.

And then Save. That's all you need! You have created your first Project. Next you will see the Project appear on the Gantt chart where you can view and track it.

To view a step-by-step of this process, please view the following video: