How do I Add Projects and Clients?


Adding New Projects and Clients

Navigate to the projects and clients tab.

At the top of the page, you will find two options - add client and new project.

In order to add a new project, you need to have created a client to save it under. 

Add Client


Click add client and a new window will appear. 

Enter the client name and click save. If you want to add multiple clients, click add another and enter the other client names before saving your changes.
     
Once a client has been created, you will not have to add it again. It will appear in the client dropdown menu in your expense claim form.

New Project


Click new project and a new window will appear.

Select a client from the dropdown menu (if you have not done this, you can add a new client using the link next to the client dropdown menu).

Enter the project name and give the project a description (optional). 

Click add project.


Once a project has been created, you will not have to add it again. It will appear in the choose a project dropdown menu in your timesheet where you can then select it to record time. 














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