Add a project to a client

Create projects to process tax returns, audits, workpapers, and more for clients. We've created a range of project templates in Onvio that you can import and edit to suit your needs. Importing a project template will help you to spend less time creating your own template from the beginning.

Before you begin

Make sure you're assigned to a permission group that has Clients and Projects enabled. We've created a range of project templates in Onvio that you can import and edit to suit your needs. Importing a project template will help you to spend less time creating your own template from the beginning.

Add a project to a client

In Onvio select Setup
.

Select Edit
next to an existing client in the list.

Go to the Projects
tab.

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.

Next steps

In Onvio select Projects
to see a list of existing projects and tasks for your clients. You can add, edit, and delete projects in this screen.

To add new projects here,

Select Add
, then Project
.

Select New
to create a client or select Existing
if the client already exists.

Select View Full Client Setup
to add more information for the client.

In the Project Template
dropdown, choose 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.

Select Save & Open
to start working on that project, or Save & Close
to return to the Projects screen.

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Add a project to a client

Before you begin

This article applies to: