External project requests should be submitted via the New Project Request form. Note that some fields can be prepopulated for existing clients. See the Company A Project Request Form for an example.

▪️ Navigate to Projects > ⚡ Add Project.
▪️ Enter details of new project.

NOTE: If the company, office, & brand already exist in the system, you can alternatively use the New Project Request (Internal Use Only) form.

▪️ Navigate to Phases > New Phase
▪️ Click the + sign to add a new phase record under the desired project
▪️ Enter details of new phase