Creating and Using Business Projects

The Business Projects form is the base for tracking information related to projects that your business is engaged in. You can create a new Business Project form by clicking the Business Projects folder (or choosing the Business Contact Manager menu on the toolbar and selecting Business Projects) and then double-clicking on an empty line in the Business Project folder. Alternatively, you can create a new Business Projects form by selecting the New Business Project in the Projects page of the Business Contact Manager Home page.

Using this form, you assign a name to the project, note the person it is assigned to, and define the type of project, such as fixed fee, hourly, or a custom billing schedule. In addition ...

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