Projects and Clients
Creating and managing Projects and Clients
Create Projects and Clients
Please note: You need to have Manager or higher permissions to create projects or clients. Please contact an administrator in your account if you need...
Bulk Import Your Projects and Clients
Please note: You need to have administrator permissions to add/import projects and clients in bulk. Contact an administrator in your account if you ne...
Add Teams to Projects
Please note: Only users with permission to edit projects can add or manage teams within a project. Teams assigned to projects are visible to anyone wi...
Add and Manage Project Budgets
Please note: Adding Budgets is only available on the Blackbelt or Master plan. Grasshopper subscribers can easily upgrade by following this walkthrou...
Add Milestones to Track Deadlines
Please note: A dding milestones is only available on the Blackbelt or Master plan. Grasshopper subscribers can easily upgrade by following this walkt...
Add Activity Types to 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...