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Creating a project from an approved budget proposal
Creating a project from an approved budget proposal
Alexandra Gallisová avatar
Written by Alexandra Gallisová
Updated over a week ago

When your budget proposal is approved internally and by the clients, you can create a new project directly from Proposals list.


  1. Click on "+project" button

  2. Allfred will automatically pre-fill the brand and project name based on the information in the budget proposal. You can change them as needed.

  3. After clicking on "Create project", Allfred will automatically assign this proposal to the project and create the project structure accordingly.

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