Creating A New Client Or Project
Print this Article
Email this Article
The step-by-step for adding new clients and projects depends on whether your firm’s project list is flat or hierarchical. Take a look at how BigTime organizes client/project data and decide if your firm uses a flat or a hierarchical view.
Adding Clients to a Flat Project List
If your project list is flat, click this link to see the step-by-step for adding new clients to your existing list:
Adding Clients/Projects to a Hierarchical List
If you use both clients and projects, then use this link to see how to add clients and/or projects to your existing project list:
Need more details? Once you understand the basics, the articles below will take you a little deeper.