Add Project

Add projects for your customers/accounts

If you are adding a new account and project, adding a project is the second step of the 'Add Account' process.

To add a new project to an existing account, use the dropdown menu on the 'Add Account' step to select from the list of existing accounts.

The first step is to select a project type. At this point, Projetly offers the following project types:

1. Onboarding - For onboarding new customers or clients

2. Service Delivery - For service delivery projects

3. Internal Project - For internal team projects

4. Sales Deal Room - For pre-sales activities, demos etc.

Each project type comes with its own pre-built template to help you get started faster.

Select a project type and continue to add a 'Project Name' and select 'Project Templates' to suit the project.

Label	Description	Comments
Project Name	Add a name for your Project	For example, Projetly Marketing, Starc Onboarding etc.
Project Template Name	Select a template to suit your project requirements.	Projetly offers 30+ templates. The templates are used to import pre-set milestones depending on the project type. Alternatively, you can also choose to create a template from scratch.
Milestones	Click the +x button to view and organise the milestones within the selected template. Click on the add milestone button and add a name.	You can drag to reorganise the milestones to suit your requirements. Applicable if you select 'Create project from Scratch' in the above step.
Start Date	Use the calender to select the start date of your project.
Due Date	Use the calender to select the start date of your project.
Show Forecasted Date	Use the toggle to enable the calculation of forecast date, based on the current progress of the project.	The project forecast date is updated on a daily basis in the project summary based on the due date vs. the progress and the risks involved in the the project. This also contributes to the health score of the project.
ARR/MRR	Enable the ARR module to add the ARR or add the MRR value of the project.	Select Annual Recurring Revenue or Monthly Recurring Revenue as per the project.
Project Fee	Add the project fee value, if applicable to the project.	Contributes to the revenue calculation.
Project Owner	Select a project owner, who is responsible for the project.	Project owners have complete access to the project. To add a new user, use the 'User Management' module from the main menu.

Submit to save and create the Project.

Related Sections

Project Overview

Project Plan