Add a project for a client

Before you begin

Make sure you're assigned to a permission group that has Clients and Projects enabled.
You need project templates to create projects.

Add a project for 1 client

In Onvio Center select
Setup
, then
Clients
.
Add a new client or select
Edit
next to an existing client in the list.
Go to the
Projects
tab.
Select
Add
, then
Project
.
In the
Project Template
field, select an existing template or select
Add Project Template
to create a new one.
Check that the fields populated by the template are correct, and complete any additional fields.
note
The
Contact
field can only be the client or someone listed in the
Relationships
tab for the client.
Use
Switch to Advanced Mode
to add more specific information, like target dates, storage, and reoccurrence.
Select
Save
when you're finished.

Add projects for multiple clients

In Onvio Center select
Setup
, then
Clients
.
Mark the checkboxes to select multiple clients.
Select
Edit
.
Select
Add Projects
, then
Next
.
In the
Project Template
field, choose an existing template or select
Add Project Template
to create a new one.
Select
Show Details
to see more information or to remove an item from the list of items you're editing.
Select
Done
to save your changes, or select
Previous
to go to back to the last step. Select
Cancel
to undo all changes and go back to the Clients screen.