Creating and Editing Projects | Teambook

Creating and Editing Projects

Planners and Administrators can create, import, edit, archive and duplicate projects.

Creating a project allows you to book users to it and track allocated budget.

  1. Go to Projects > New Project
  2. Name your project
  3. Select the Project Type
  4. If you have a Budget, enter it (in hours). This will be used to track the project budget vs the booked hours
  5. Choose your Client or Add a New Client with the quick entry box next to the Client field
  6. Optional: enter a Start Date and End Date of the project
  7. Optional: select a Project Manager
  8. Select a Project Color (or icon for time-off projects). This color is displayed in the Planning in order to easily distinguish projects
  9. Enter Project Notes if needed
  10. Click Save. Your project is now listed in Projects
Alternatively, you can import projects - very useful to create many projects in one shot!