How to Create a Project

1. Go to:
   Projects > New Project
2. 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.