Projects
The job record. Open it before you allocate people.
Where to find it: Left menu → Projects & Operations → Projects
Step 1
Left menu → Projects & Operations → Projects. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Create the project with customer, dates, and manager. Save. Then add tasks and people.
Step 3
Tasks, timesheets, and billing should all point at this project id.
Yes. Projects is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Yes if the schema allows internal type. Do not fake a customer just to open a job.
