How to add new project?

Karina Demidenko
Karina Demidenko
  • Updated

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:

 

Screenshot_at_Jul_26_16-55-33.png

 

  • Enter Name, set Status and Sort Code (if required), and click Next Step:

 

Screenshot_at_Jul_26_16-57-14.png

 

  • By the next step, enter the Project address and click "Next Step":

 

Screenshot_at_Jul_26_17-01-18.png

 

  • Set up access for Users or Teams, and then click "Save":

 

Screenshot_at_Jul_26_17-02-18.png

 

Done. Your project is now on the list. You can now assign PO's to it and manage your expenses.

 

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