Getting Started
Projects help organise and manage bookings for a particular client, whether ongoing or one-off. They link related bookings, allowing you to set specific requirements, such as skills, for the resources involved. Projects also enable you to define contacts and manage communication efficiently. This structure ensures consistency across all bookings associated with the project and simplifies the tracking of resources and tasks.
How to create a Project
Select Clients on the sidebar
Select the Projects tab
Click +New
Select the relevant Client
Fill in the details for the Project
Click Create
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