Projects & Clients
Find out how to create and manage projects and clients.
Navigating the Projects & Clients section
The Projects & Clients section of Resource Guru lets you quickly manage your projects and clients in one central location. Seamlessly switch between...
Creating projects and clients
To create a new project or client in Resource Guru, navigate to the Projects & Clients section, then choose New > Project or New > Client . P...
Editing projects and clients
Please note: You need to have Manager or higher permissions to edit projects or clients. Please contact an administrator in your account if you need i...
Archiving projects and clients
Please note: You need to have Manager or higher permissions to archive projects or clients. Please contact an administrator in your account if you nee...
Deleting projects and clients
Please note: You need to have Manager or higher permissions to delete projects or clients. Please contact an administrator in your account if you need...
Adding Activity Types to your projects
Please note: Only users with permission to create/edit projects can add or manage Activity Types within a project. Activity types assigned to projects...
Adding Milestones: Track Key Project Dates and Deadlines
Please note: A dding milestones is only available on the Blackbelt or Master plan. Grasshopper subscribers can easily upgrade by following this walkt...
Using Custom Fields: categorize Projects & Clients by status, estimate hours, and more
Please note: You need to have administrator permissions to manage custom fields. Please contact an administrator in your account if you need increased...