• Create a Project for the Client.
• Create and set Project Team.
• Set Project Approvers, Timesheet and Expense Approval Path.
• Create many Milestones.
• Set Billing Rate Type.
• Set Project Estimation, budget.
• Set Project Start Date and End/Date.
• Attach File from the Attachment Tab

Creating a New Project

1. Click on the Projects link at the top-left of the application.
   
2. Click on the +Add Project button at the top-right of the application.
   
3. In the Add Project screen that appears, enter:
   
   1. Fill the Project Name field and others as per the requirement.
   2. Click Add Project button.

Edit existing Project

1. Navigate to the project which you want to edit and click Options gear icon.
   
   1. Select the option Edit Project.

2. In the Edit Project screen that appears, enter:
   
   1. Make the required changes in the project.
   2. Click Update button.

Complete/Disable the Project

1. Navigate to the project for which you want to Complete/Disable and click Options gear icon.
   
   1. Select the option Edit Project.

2. In the Edit Project screen that appears:
   
   1. Navigate and click on the Others Tab.
   2. Enable to Switch of Completed/Disabled.
   3. Click Update button.

Delete the Project

1. Navigate to the project for which you want to delete and click Options gear icon.
   
   1. Select the option Delete.

2. Click OK on the popup page for confirmation.
   

Milestone in Project

Create Tasks/Parent Tasks/Sub-Tasks in that project.