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Creating a project from an approved budget proposal
Creating a project from an approved budget proposal

Creating a project from an approved budget proposal on one click

Alexandra Gallisová avatar
Written by Alexandra Gallisová
Updated this week

When your budget proposal is approved internally and by the clients (but it is not mandatory), you can create a new project directly from Proposals list.


  1. Click on "+project" button (displays after hovering over the row)

  2. Allfred will automatically pre-fill the brand and project name based on the information in the budget proposal.

  3. Add details like end date, project category, billing category, set the responsible managers or client access

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

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