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.

Project settings

  • Automatically accept time reports
    • Choose if you want time reports to be accepted automatically or manually.
  • Require comment for reported hours
    • Choose if time reports require a comment before they can be saved. This can be set to concern all or only billable time reports.
  • Set request performer(s) as team member(s)
    • Choose yes if you want request performers to be added as team members to the project.
  • Require comment for overtime hours
    • Choose if overtime time reports require a comment before they can be saved. This can be set to concern all or only billable time reports.
  • Allow new tasks and assignments for all users
  • Automatically assign new team members to tasks
    • When new team members are added, they will be automatically assigned to all tasks. If Yes, but only to sub tasks is selected, new team members will be added only to subtasks.
  • Invoice appendix
    • Choose the default type of the invoice appendix.
  • Time unit
    • Choose the default time unit.
  • Currency
    • Choose the default currency.
  • Duty type
    • Choose the default duty type.
Still have questions? We're happy to help Contact Us