If you have just completed step 3 and you already have the manage project window open, then you can skip the next instruction:

From the Setup Ribbon Page,

In the "Projects" group, Click "Manage Projects" button

The Manage Projects form will be displayed:

With the manage projects window displayed and the projects tab selected, click the "Add" and select the ""New Project" button to add your first project.

The Project Editor form will now be displayed

Complete the form by entering the project details of your first project. For the time being we will ignore the field marked “Sub Project of” since this is a more advanced topic.

You should notice that the “Client Name” drop down box has been populated with the “Clients” that you previously entered on the clients tab, while the “Project Manager” drop down box has been populated with the users that you entered in step 2.

The final section is optional and allows you to add a 32X32 size image, which if entered will override you client’s image on some reports. Leave this blank for the time being.

When you are done, click the save button and the data will be saved and the project editor window will be closed.

If you have more than one project to enter, then click the Add button again and repeat the process for each project you wish to enter.

If you examine your tree view, you will notice that your project(s) have been added to the tree as shown below:

Now go to Step 5