Add a project to a client

Before you begin

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.

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.