This reference covers the Add a new project form. Available staff roles, templates, statuses, tags and custom fields depend on your account’s setup.
Client and staffing
Field | Meaning and requirements |
Client | The company or business overhead associated with the project. Select the intended result from the search control. |
Project Staffing | The staff assigned to the project’s configured roles. At least one staff member must be added to one project role before the project can be created. |
Team | The team associated with the project. No Assigned Team leaves it without a team. |
Project details
Field | Meaning and behaviour |
Name | The project’s display name. |
Rate Card | The rate card used for the project’s rates. The account’s default card is shown when available. |
Retention percent | The retention percentage for the project. The form starts at 0.0%. |
Project Number and Project Iteration | Values generated from the account’s numbering configuration. They are read-only on this form. Edit Default Numbering opens the numbering settings. |
Invoice to company | The company to invoice when it differs from the primary client. Leave blank when they are the same. |
Start Date and End Date | The project’s planned dates. Review the initial values before creating the project. |
Description | An optional description or scope summary. |
Templates | Optional project templates that provide a starting structure. Available templates depend on your account. |
Status | The project’s current workflow status. Names and the initial selection depend on account configuration. |
Tags | Labels used to organise and filter projects. |
Custom Fields | Additional fields configured for your account, such as a purchase order number or contract requirements. |
Claim settings
Field | Options and effect |
Progress Claim Mode | By Deliverable (Default) or By Task. Determines the level at which progress claims are prepared. This configuration cannot be changed after claims have been created. |
Include in EOM auto-claim run | Follow account setting, Include this project or Exclude this project. Controls the project’s inclusion in automatic end-of-month claiming. The form displays the account default beneath this field. |
Project run day override | An optional day of the month, from 1 to 31, used instead of the account’s run schedule. Leave blank to follow the account schedule. This is a scheduling setting; project inclusion is controlled separately. |
The automatic-claim fields appear when that feature is enabled for the account.
Contacts and addresses
Project Contacts and Project Addresses associate contact and address records with this project. They can be added during creation or managed afterwards.
Templates and the starting budget
A selected project template provides a starting structure that can include deliverables and tasks. Creating a project without a template means your team needs to build the required structure.
Initial template selection is different from replacing a template on an existing project. Review the warning shown by Drum before changing a template after work has been set up.