- Go to:
Projects > New Project - Fill in Key Details:
📌 Project Name #
Enter a clear, descriptive name — e.g., Website Redesign for Acme Inc.
👤 Customer #
Link to an existing customer. This enables customer portal access, shared tasks, discussions, and file uploads.
📅 Start & Deadline #
Set the project Start Date and Deadline. Deadlines can be edited later.
💵 Billing Type #
Choose how you want to bill this project:
- Fixed Cost: One-time fee (e.g., $3,000 for branding).
- Project Hours: Bill based on total logged hours.
- Task Hours: Bill based on individual task times.
- No Billing: For internal projects or unpaid work.
💰 Budgeted Hours #
Useful for time management and staff planning. Intellent CRM will notify when budgeted hours are exceeded.
💬 Description / Notes #
Add internal notes describing scope, goals, team, and deliverables.
