Billings Pro Help
Index

# Making a project

Projects form the basis of the Billings Pro workflow and are designed to reflect the organization of work in real life. All tasks—in the form of slips—along with estimates, file references, web references, and notes are grouped by project.

If you are new to Billings Pro, you will see a 'New Project' button when you launch Billings Pro if your project list is empty. Click this button to create a new project. Or, begin by selecting a client in the client list, and do the following.

## To create a project

1. Choose File > New Project.

   A new project window opens.

2. Working from the Details tab, enter the appropriate information. Keep in mind the following:
   - In the State pop-up menu, you may set a status for your project. This is useful because certain reports and elements of the user interface depend on active projects, and hide completed projects that are no longer relevant.
   - You can nickname your projects, if necessary. Nicknames are useful if the actual project name is quite complicated and you wish to use a simple name.
3. Working from the Workers tab, enter the appropriate information. Keep in mind the following:
   - Only a manager with Billings Pro access can be an approver. Note that if a project is assigned an approver, then any other manager having Billings Pro access on a different machine will also be able to approve slips for the project; hence, it's very important to choose your managers wisely. If no approver is required, then the approver must be set to "None Required."
   - Select the workers who will be working on the project. This will enable them to access and add slips to the project via Timecard.
   - For each worker, you can enter a project-specific rate, if desired. If the worker has a normal rate, then the project-specific rate overrides the normal rate for that project only.
4. Working from the Links tab, you can link a file or a web URL to the project.
5. Working from the Notes tab, you can add additional information related to the project as a note.
6. Click OK.

## See also

About projects

Customizing extra fields

Adding a file to a project

Adding a web URL to a project

Adding a note to a project