Under Projects → Projects → New Project, you create a new project by defining the master data (customer, duration, description), the status including sub-status, and the project type, then click "Save" to access the dashboard.
In bexio, you can clearly manage and structure your projects. This guide explains step-by-step how to create a new project and configure the most important master data.
1. Navigation to data entry
To create a new project, proceed as follows in the main menu:
"Projects" → "Projects" → Click the "New Project" button in the upper right corner.
2. Fill in project master data
In the input mask, you enter the basic parameters of your project, divided into three sections:
A. Project Data
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Customer & Contact Person: Select the desired customer from the master data and, if necessary, assign a specific contact person.
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Description: Provide a brief description or details about the project content.
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Duration: Define the start and end time of the project.
B. Project Status & Sub-status
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Main Status: Choose from the fixed options: "Open", "Active", or "Archived".
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Sub-status / Project Phase: Assign a more detailed phase to the project (e.g., Offer Phase, Documentation). Sub-statuses can be customized in the system settings.
C. Project Type
3. Save and Complete
After entering all data, click "Save". Your project is now created, and you will be redirected directly to the Project Dashboard.
Tip: Further details on usage and administration can be found in the article
"Project Overview & Getting Started in bexio".