Create your first project

This page walks you through creating a project from scratch: opening a blank project form, filling in the fields your firm requires, and saving it. You can add the rest of the project's details later.

Before you start

Creating projects depends on your role. Project managers usually create them. If you don't see Project when you click New in the Projects section, your firm's EVX Software administrator can give you access or create the project for you.

Every project belongs to a client. If the client for your project isn't in EVX Software yet, add it first in the Clients section of the left panel.

Open a blank project form

The left panel is available from every tab, so you can start from wherever you are.

Projects›New›Project

You can open this menu from any tab, as long as the left panel is visible.

note

The same menu lists your firm's project templates below Project. A template creates a project with its tasks and settings already in place. See Project templates. If Project isn't in the menu, your firm starts every project from a template.

Fill in the required fields

Fields marked with a red asterisk are required. Your firm sets up this form, so its fields, and which ones are required, may differ from the example below.

1. Enter the project name at the top of the form. The line below it shows the full project name, and Project Number fills in automatically.
2. In Client, choose the client the project is for.
3. In Rate Schedules, choose the rate schedule for the project.

The line under the name shows the full name your firm's naming rule builds.

Why these fields matter:

• Client: EVX Software organizes work by client first, so every project belongs to one.
• Rate schedule: sets the prices for the project's tasks. On a proposal, it lets the scope you plan produce the project price quote report.
• Name and number: your firm can number and name projects automatically. In the example, the full name is built from the project number, the client's short name, and the name you typed. Your administrator sets these rules; see System settings.

Everything else on the form can wait. Some fields, such as the billing contact, fill in from the client when you save. You can add the rest later from the project.

Save and find your project

1. Click Save.
2. EVX Software opens your new project on Overview. Its full name appears next to Home and in the Projects section of the left panel, and every tab now shows that project's records.

Your new project is ready for tasks, time, and documents.

What you can do next

1. Manage your first task to add the first task to your project.
2. Projects to see everything a project holds.
3. Projects vs. proposals to decide when to start with a proposal.