New Project

To create a new project select the 'New Project' option from the Projects dropdown menu or select the 'New' button on the Projects page.

You will be presented with the following form.

New Project

Enter your Project Name, Brief Project Description and optional Shortcode. The shortcode will visually prefix any associated booking titles in the Schedule view.

To keep your projects nicely organised in the projects menu, choose the appropriate Parent Folder the project falls under. If one does not already exist you can create a new folder by clicking the + symbol, select 'New Folder', Give it a title and then click 'Select Folder'.

Under the Client heading, select the client this project belongs to. If you need to create a new client you can use the + symbol to create a new client without leaving the project screen.

Under Project Access, choose the appropriate option:

  • 'Everyone', allows all users to access this project.
  • 'Invite Only', allows only the people you add to access this project.

Under the Project Colour heading, select a colour for your project. Any bookings linked to the project will be shown in this colour when 'Colour by project' is selected in the Schedule.

Under Project Timeframe, choose a start and end date for the project.

Any custom fields that have been setup for projects appear here. In my example I have a custom text field called Producer. Create custom fields in Administration -> Custom Fields

Once you've finished, click Create Project to finish saving the new project.