In this video, I will show you how to create a project. Projects are where all financial activity lives, including budgets, purchase orders, payments, and reports.

From the main menu, open Projects. This page shows all projects under the organization.

To create a new project, click Add.

First, enter the Project Name and a Project Identifier. The identifier is very important as it helps track costs specific to this job.

Next, select the Currency and the Project Type. Then, set the Start Date and Expected End Date for the production.

You must also select Your Position on the project and assign a Cost Center. This cost center assignment defines which part of the organization owns or is responsible for this project.

Once all fields are filled, click Create New Project. Your new project is now created and ready for budgeting