Creating a New Project

Creating a new project in Prosaas CRM is straightforward and allows you to organize all aspects of your work from the start. Begin by navigating to the "Projects" section from the main menu and clicking the "+ Add New Project" button to access the project creation form.

The project creation form is organized into several key sections to help you set up your project comprehensively:

Basic Information

Start by providing the essential project details:

• Project Name: Enter a clear, descriptive name for your project (required field)
• Client: Select the associated client from the dropdown menu or create a new client if needed
• Description: Provide a detailed description of the project scope and objectives
• Start and End Dates: Set the project timeline with specific start and end dates

Team Assignment

Define your project team structure:

• Project Manager: Assign the primary project manager responsible for oversight
• Team Members: Add team members who will be working on the project

Budget and Billing

Set up the financial aspects of your project:

• Budget Amount: Define the total project budget
• Billing Method: Choose between hourly rates, fixed price, or other billing structures
• Estimated Hours: Provide an estimate of total hours expected for project completion

Additional Configuration

Fine-tune your project settings:

• Tags: Add relevant tags for easy categorization and filtering
• Priority Level: Set the project priority (High, Medium, Low)
• Status: Choose the initial project status (Planning, Active, On Hold, etc.)

Once you've completed all the necessary fields, click "Create Project" to save your new project and begin project management activities.