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Add a Project

Projects are a way of organizing your data for reporting and timeline purposes.

Create Project
  1. Click Project on the Main Menu.

  2. Click the gear. Choose Add New Project… from the dropdown.

  3. Type the project name in the Name textbox.

  4. Project Notes can be added into the Notes field.

  5. Click SAVE. The new project tile will display in the Projects popup.


Helpful Hint

Also see Add a User and Assign Permissions to make sure the appropriate Users have access to your new project.

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