After you've entered some basic information into your account, you're ready to start adding projects.
Adding new projects allows you to manage and analyze your spending on a specific one.
Simply follow the steps below to accomplish this:
- Navigate to the Projects tab on the main menu and select the New Project button:
- Enter Name, set Status and Sort Code (if required), and click Next Step:
- By the next step, enter the Project address and click "Next Step":
- Set up access for Users or Teams, and then click "Save":
Done. Your project is now on the list. You can now assign PO's to it and manage your expenses.