Create projects

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When you create a fixed-price project, the system automatically generates a fixed-price revenue estimate project.

For a fixed-price project, this setup is required:

  • A fixed-price billing method

  • An associated project

  • At least one milestone defined on the Invoice schedule tab of the Project contract line page

Steps

  1. Go to Project management and accounting > Projects > All projects.

  2. Click New.

  3. In the Project type field, select an option.

  4. In the Project name field, type a value.

  5. In the Project group field, enter or select a value.

  6. In the Project contract ID field, enter or select a value.

  7. Click Create project.

  8. Click Save.