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> Project Management
Project Management
In Sage Coretime you create a client record for each of your clients. Then you set up the projects you carry out for your clients.
Each project is organised into a number of general areas, each of which has its own tab in the Project Review screen. These are:
Because all information in Sage Coretime is collated online in real time, when you record time or an expense against a project, it is reflected immediately in the project.
Opening a Project
To open a project, carry out these steps:
- Open the Projects view in the left-hand pane.
- A list of client names is displayed in the left-hand pane. Some of these clients have projects associated with them. Click a client to open the list of associated projects.
- Click a project to open it.
- The project's Project Review screen opens.
You have opened a project.
See also
Searching for a Client
Overview of Sage Coretime
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