Create a project: all steps

All the steps when a project is created, from customer to project members.

This page is an overview of the steps. The full walkthrough with all fields is on Create ongoing projects, and for fixed price on Create fixed-price projects.

What this step covers

• Three ways to create a project. From the project list, from the customer card, or by copying an existing project.
• General. Customer, project name, project number and internal notes. The project number can be set by a counter so that the numbering is consistent.
• Fixed price or ongoing billing. The choice controls how the project is invoiced. See Fixed price or ongoing billing
• Activities. What time can be reported on in the project. See Add an activity in Kleer.
• Project members. Who may report, and prices per member and activity.

Before the start there is a checklist on Before the project starts.