Creating a New Project

Go to the navigation menu and select Projects.  Then Manage Projects.

Go to the action menu and click on Create New Project.

Enter the details for the project and click on Save Project.

Click on the Contract tab.  Enter the contract details and then click on Save Contract Info.

Click on the Action menu.

Then click on Add Customer.

Enter the name of the customer and then click on search.  If the customer is found, select their name from the list and then choose Use Selected Customer.  If the customer is not found, select Add New Customer.

Click on Documents and select New Folder.  After you've created the folder, you can click on Upload to add a document to the project.