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
Further Reading
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Further Reading
Need more details? Once you understand the basics, the articles below will take you a little deeper.
- Adding Clients To A Flat List
- Video Tutorial: Add Clients To A Flat List
- Adding To A Hierarchical List
- Video Tutorial: Add Clients to a Hierarchical List
- FAQ - Adding Projects and Clients to a Hierarchical List
- Accessing and Using Project Codes
- Creating an Internal Project
- How to Make a Project Inactive
- How to Move a Project to a Different Client