Creating a Project
Using a project for a customer provides a distinct separation between different jobs you could be working on for a single customer. We'll take an example of an advertising and marketing agency.
The agency has a customer that supplies health food supplements, and they have a new protein shake that they are trying to promote. There will be design work involved to produce leaflets and website advertising banners (time costs), and the agency will use suppliers for printing and other advertising costs (bills and expenses).
The agency will produce an estimate for the work to be done. When the initial concept has been put together, 50% of the work will be invoiced, and the remainder will be charged when the job has been completed.
Before we can do any of the preceding, we need to create our project, and this is very easy to do. From the Left Navigation panel, select Projects. If this is the first project, there will be a guide to help you get started. If any...