How to add a project

1. Create your project

There are two different methods to create a project on AllocPSA

a. Creating a project from the 'Projects' tab

Now simply click 'New Project'

b. Creating a project from the client dashboard

From the client dashboard click 'projects'

Now simply click 'New Project'

2. Enter Project Details

Now all you need to do is enter in your project details as per the fields below. You can select what type of project it is (project, contract, prepaid, job) and what the priority of the project is.

If you created the project from the client dashboard it will have automatically selected the client, otherwise simply select which client the project belongs to.

Once you have entered in the details, click 'save'

3. Project Dashboard

Once you click 'save' you will be redirected to your project dashboard - from here you can manage every aspect of your project as seen in the navigation panel at the top.