- Navigate to “Projects”
- Click “Add Project”
- Enter all available project information
- If a contact is selected or created during project creation, that individual will be assigned as the project’s Primary Contact
A new client and contact can be created during project initiation.
If no primary contact is identified, a pulsing “Missing primary contact” indicator appears in the Project Actions Bar and is highlighted under the client/contact column on the project navigation page.
- Click “Save Changes”
- Your project is now saved in the system.
Upon initial save, the project status is automatically set to “Queued”.
Providing complete information improves filtering and reporting in the future.