Automatically create Projects for each new Client

The "Automatically create Projects for each new Client" option generates a new project when a new client is created.

 

Box checked: The software will automatically create a new project in the Project Assignments view for each new client added to the database. The project created uses the client name as the project name. Example; if a new client called Garland is created, then a project named Garland will appear under the client (Garland) in the Project Assignments view.

 

Box unchecked: (Default setting) With this option unchecked, projects must be created manually and assigned to a client.

To set your preference:

  1. Select Database Options from the menu (Menu > Setup tab > Database Options).

  2. Select the General tab.

  3. In the Assignment Options area, check (or uncheck) the box labeled "Automatically create Projects for each new Client".

  4. Click Apply.