Projects can be used to group people, PFEPs, tasks, documents, etc. Assigning a project allows another level of authorization and grouping.  

To create a new project:

1. Using the Advanced menu, click People > Projects. 
2. Click Add.
3. Enter the Project Name .
4. Enter the Managing Partner.
5. Enter the Customer Partner.
6. Update the Planned Start and Planned Finish times.
7. Select the Actual Start time.
8. Select the Project Sponsor.
9. Select the Project Manager.
10. Update the Status.