Getting started
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      2. Getting started

      Creating a new project

      Navigate to the "All projects" page & click "+ New project" to get started.

       

      Table of Contents:

      1. Instructions

       

      Instructions

      Navigate to the "All projects" page of the Ressio platform and click on the green "+ New project" button in  the top right corner.

      Creating a new project - Step 3 (1)

      Fill out the project details. There are 2 main categories of information needed to start the project:

      1. General Information: Project name, stage, customer display name (for approval documents), & customer address
      2. Financial information: Cost plus or fixed price

      Creating a new project - Step 4

      Tip: Read the financial information carefully. A description of the expected result of the financial choice is included to help you understand your selection

      Note: Cost Code budget organization must be selected to use the QBO integration

       

      When you're done entering the project information, click "Submit"

      Creating a new project - Step 5

      Note: This information can be edited after submission in the "Project settings" page

       

      If you still have unanswered questions or need further assistance, please don't hesitate to reach out to our dedicated support team at support@ressiosoftware.com. We're here to help!