Create and edit a project – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

Create and edit a project

Create a new project

  1. Go to Projects & services > Projects.
  2. Click New Project.
  3. Add Name and Contact/Account.
  4. Select project settings.
  5. Add other necessary information.
  6. Click Save as new.

Note: After saving the project, a project ID is automatically generated.

Edit a project

  1. Go to Projects & services > Projects.
  2. Click on the project and in the summary page click Edit.
  3. After you have done the changes, click Save.
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