1. Purpose of this page
Create or edit project core details.
2. Main functionality
- Set project name, client, dates, and status.
- Capture optional budget context.
- Prepare project for tasks
and commercial flow.
3. Where to start
Start with name/client/status.
4. What to do next
Save and configure tasks/resources/estimates.
Practical tips
- Give the project a name, pick the client it is for, and optionally set a description and dates.
- The client
budget is optional and only used for reference; it does not affect pricing on individual line items.