How do I create a project?
To create a new project in Invoicera, Please follow the below steps:
Step 1: Log in to your Invoicera Account.
Step 2: Go to ‘Projects’>>’Projects’
Step 3: Click on ‘Add’ new project
Step 4: Fill out the required fields as shown in the image below.
Step 5: Click ‘Save’
Following tips will ease your work:
Give the project a title. It can be whatever you want. Entering the client’s name in the project title may help you identify projects in the future.
Choose the client you will be billing for this project (if you aren’t going to bill, choose ‘Internal’).
Choose a ‘Project Manager’. This is the person who can generate invoices based on tracked time.
Note***: The owner of the Invoicera account (administrator) always has project manager access no matter who is selected. The Project Manager role is for your staff.
Choose a Billing Method.
Enter a time-based budget. Invoicera does not support financial budgeting.
Choose which tasks you want associated with this project.
Choose which Team Members you want associated with this project.
Click ‘Save’ and start tracking your time 🙂
In case the article was not able to help you with your queries, please click here to raise a support ticket to our Customer Delight Team.
Posted by Invoicera Support on 14 December 2015