How-To Guide

Creating A New Client Or Project


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:

Add clients to a flat project 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:

Add projects or clients to a hierarchical project list

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