How to create Time and materials project?

Created by Alexandra Gallisová, Modified on Mon, 14 Aug 2023 at 05:09 AM by Alexandra Gallisová

  1. Go to Projects section (left bar)
  2. + New project
  3. Pick the Brand under which you want to create a new project. If the brand is not on the list you can easily create a new one directly in this step
  4. Enter the Project name
  5. Choose the Project type Time and materials (Fig. 1) 
  6. Select the Team to which the project belongs
  7. In the Note section, you can add internal notes for your team, whether it's a note for finance managers, account managers, or anything else that needs to be kept in mind.
  8. Input the start and expected end dates of your project
  9. Set the Contact person on the client side. (not mandatory)
  10. Set the Project Manager (the main PM who will be responsible for budgets, preparing invoicing documents, assigning expenses, monitoring project reports, and adjusting time tracking and tasks created by other team members)
  11. Set Other project managers (other PMs involved in the project with same permissions as main PM)
  12. Click on “Create project” 

(Fig. 1)

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