How to create a project

Before you start

You need a role that can create projects, such as Admin, Sales, or Project Manager.

Create the project

Go to Projects.
Select Add project.
Enter the Project name.
Choose the Client.
Choose the Project manager.
Choose the Project status.
Set the Start date and Target due date.
Enter the Budget.
Enter the Contingency (%).
Choose the Billing period rule.
Enter Billing period start day and Billing period end day if you chose a custom billing period.
Select Save project.

Optional fields

You can also set Statement of work, Rate card, Client project, Billable, GP threshold override (%), and Internal notes (internal only) when you create the project.

What happens next

Scopra creates the project and adds it to the Projects list. You can then open the project to update details, change the project manager, add phases, and manage delivery against the linked client.