Create a project

Go to: Projects & sites → Projects → New project, or a client's row → New project (the client is filled in).

1. Tap New project.
2. Enter a name and, optionally, a code or job number and a client. Tap Create. Names must be unique in the workspace.
3. The project's Work types sheet opens next, so you can add its work types straight away.

You can also create a project from the project picker while logging time; Vaultime then offers to add a work type for it too.

Example: Grace wins a new client. She taps New project, names it Patel Pty Ltd – Year-end, code NA-1042, client Patel Pty Ltd, and taps Create. She adds the work types Bookkeeping and Tax preparation.