Follow these steps to create a new project in Argenta.
Step-by-Step Instructions
- Navigate to Operations > Projects > Project List
- Click Add New
- Fill in the required fields:
- Project Title: Descriptive name (max 140 characters)
- Status: Current project status
- Priority: Urgency level
- Add additional details:
- Project Manager: Person responsible for the project
- Project Group, Type, Category: For organization
- Request Date: When the project was requested
- Due Date Desired: Target completion date
- Work Start/End Dates: Planned work period
- Budget: Allocated funds
- Description: Full project details
- For billable projects, set:
- Is Billable: Check to enable billing
- Hourly Rate: Rate for time tracking
- Client: Who to bill
- Click Save