What is a project and how can I use them?

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Projects can assist in organizing your large rollouts by task and/or client. You can also see the total spend per project and associate this with your clients. Using the project tool, you can:

  • Assign a project owner
  • Set a start/end date for your project
  • Filter your assignment dashboard by project
  • Link a template to your project
  • Create a custom report of your project data

Upon creating a project in the Projects tab, when routing an assignment, you can associate a Project in the Location section of the assignment.

 

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