How do I Create, Rename or Delete a Project?

Updated on September 13, 2016 10:09PM by Admin

Projects App allows you to create, edit and delete a project. Once if the project is converted into an invoice or timesheet, then it cannot be deleted.

Create, Delete or Rename a Project

  1. Log in and access Projects App from your universal navigation menu bar.
  2. Click “Create a project” from left navigation panel. 
  3. Provide project information and click "Create" button.
    Create a project
  4. Now click "More details" button to rename a project.
    more details 
  5. You can view "project overview" page from where you can modify the project details. Here, you can also delete a project by clicking delete button.
    Project overviewpage  
  6. You can delete a project by hitting the option "Yes", if you don’t have association with other objects.
    warning message 

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