How-To Guides

Step-by-step instructions for common tasks in the Project Portal.

  1. 1

    From the Admin Portal, click 'Projects' in the sidebar navigation.

  2. 2

    Click the 'New Project' button at the top-right of the projects list.

  3. 3

    Enter the Project Name — this is what clients will type to log in, so keep it recognizable.

  4. 4

    Select the Client this project belongs to from the dropdown.

  5. 5

    Fill in the Total Budget and Deadline — both are required fields.

  6. 6

    Optionally add a Description, Scope, Start Date, Priority, and Health status.

  7. 7

    Click 'Save' to create the project. It will appear in your projects list immediately.

Need more help? Contact your project manager or admin.