Creating a project in Productive can be done through various methods, allowing flexibility depending on your workflow needs. Below are the steps to create a new project.
Creating a Project by Winning a Sales Deal
A deal in Productive refers to a potential project that is still in the sales phase. Once you mark a deal as won, you have several options.
1) Create a new project from this deal: this option also allows you to create a budget based on the services defined in the deal.
2) Add the deal's budget to an existing project.
3) Create a budget from a deal without a project.
4) Don't create a project or a budget, just mark the deal as won.
Choosing the first option (Create a new project) lets you set up your budget and project details. You can create the project from scratch, copy an existing project and use it as a template, or use a project template.
When creating from scratch, you'll need to fill in project details like the project name, project manager and preferred workflow, and decide on enabling time tracking on tasks.
When copying an existing project or using a template, you'll also be able to decide what to duplicate and include from the templates.
Directly from the Projects Tab
You can create a project without having a deal by following these steps:
Access the Projects Tab
Go to Project management > Projects.
Initiate Project Creation
Click the "+ Project" button to open the Project wizard.
Step One
Decide if the project is for a client or internal use.
Step Two
Choose how to create the project: from scratch, by copying an existing project, or using a project template.
Step Three
Add project details like project name, project manager and workflow, and enable or disable time tracking on tasks.
If you are creating a client project, you'll need to choose the client company by selecting it from the dropdown menu. If you don't have one in the system yet, start typing the name and create the company from scratch.
Step Four
Optionally, add a budget to the project, which can also be done later, and select "Create project" to finalize the build.
Using the Quick Add Feature
You can add a project from anywhere in the app using the Quick Add feature:
Select the "+" Icon
In the upper-right corner, navigate to Projects to create a new one.
Follow the Steps
Complete the steps described above to finalize creating your project.