Creating a project
A project holds the work your firm does for a client: its tasks, time, expenses, documents, and invoices. Create it as soon as the work is likely, even as a proposal, because the same project carries the work from the first estimate to the final invoice. Project managers usually create projects; if you don't see Project under New, ask your administrator for access. For a first walkthrough, see Create your first project.
Jump to:
- Open the project form
- Fill in the required fields
- The groups of the project form
- What fills in for you
- After you save
- Example: a new Phase I assessment
Open the project form
ProjectsNewProject
The New menu of the Projects section of the left panel also lists your firm's project templates, which create a project with its tasks and settings in place. See Project templates.
Add the client first if it isn't in EVX Software yet, in the Clients section of the left panel.
Choose a template to start with its tasks already in place.
Fill in the required fields
Fields with a red * are required. In EVX Software's suggested setup, they are:
- Name, at the top of the form. The full name below it, and the Project Number, can fill in by your firm's naming and numbering rules.
- Client: the client the project belongs to.
- Rate Schedules: the rates the project's work is priced at.
Click Save changes. The project opens on Overview, and every tab shows its records.
The groups of the project form
Your firm sets up the form, so its fields may differ. In the suggested setup:
| Group | Fields |
|---|---|
| Main Data | Client, Project Number, Rate Schedules, Contract Stages, Located Under for a subproject |
| Project Information | Description, dates such as Expected Completion, Project Manager, Senior Consultants, Project Type, Project Notes, Billing client |
| Proposal Information | Proposal Number, Proposal Manager |
| Site Data | Site area (ac), Site area (ft²), which fills in from the acres, and Site coordinates |
| Billing and Invoicing Information | Billing Contact, the billing address, Contract Type, Invoice Template, Invoice Memo, Contract Amount |
The form title names the project's subtype when it has one, such as "Edit Historic Survey". See Working with custom fields and forms.
What fills in for you
- Billing Contact lists the client's contacts first.
- When you choose the client, project type, location, rate schedule, or contract stage, the project's records can take them automatically.
- Project Number and the full name follow your firm's rules. See System settings.
After you save
Add the tasks with their estimates, then the budgeted expenses, so the project has a budget to compare with. See Tasks and Project budgets and financial control.
Example: a new Phase I assessment
A client calls for a Phase I environmental site assessment. The proposal manager creates the project with the client, 2026 - Standard rates, and Contract Stages at 1.4. Proposal sent, adds the tasks with their estimates, and prints the fee proposal. When the client signs, she changes the stage to 2. Active, and the team records time on the same project.
What you can do next
- Project financial fields for the fields that drive budgets and invoices.
- Project templates to start projects from a template.
- Contract stages for how a project moves from proposal to closed.