---
title: "Step 5: Add Projects"
canonical: "https://support.functionfox.com/space/GS/39322681/Step+5%3A+Add+Projects"
format: markdown
---
## Add Projects
If the term ‘Project’ doesn’t fit your business, you can choose a different term by clicking on your initials at the top right, and then the Settings & Preferences gear icon. Under the **Account Preferences** tab, scroll down to the **Naming** section. Other options include ‘Account', ‘Customer,' or ‘Phase.’
#### To Add a New Project
1. Go to **Projects > Manage** in the left menu.
2. Click on the **Add Project** button to open the Project modal.
3. Select a client from the Client drop-down menu to add this new project to. You can add new Clients to FunctionFox through the Clients > Manage page, or by clicking the word **Client** above the Client filter on the Projects page.
4. The **Project Code** is generated automatically but can be overridden if needed. Every project must have a Project Code, and each Project Code must be unique. You can customize your Project Codes per project by setting your Project Sequence under **Settings & Preferences > Account Preferences**, or by activating Client Sequencing (see the **Client Sequencing** section on the [Add Clients](https://functionfox.atlassian.net/wiki/spaces/GS/pages/39322647) page).
5. Enter in the **Project Name**.
6. Add your project details to the **Scope/Description** field.
7. Assign a **Project Manager** to the project. Project Managers can be added or removed from the drop-down menu through the Personnel > Manage page.
8. Choose a **Start Date** and **Due Date** for the project. If your project is ongoing, you can choose the ‘Ignore Due Date’ option. **Note:** You cannot track time against a project prior to the project Start Date. If you plan to start tracking time against your new project right away, we recommend setting the Start Date to today’s date or earlier.
9. Select a **Project Status**. By default, your account includes two project statuses ‘**Open'** (available for time tracking and editing) and ‘**Closed'** (not available for time tracking, but visible in reports). You can manage your status options by clicking on the word **Status** above the filter on the Projects page (common status examples include ‘On Hold’, 'Canceled’, or 'Ready to Bill’).
10. Choose your ‘Tasks From’ option:
1. **All Tasks from Selected Rate Category**. This will apply all Tasks belonging to the rate category selected in the [Rate Category](https://support.functionfox.com/space/GS/39322546/Step+3:+Add+Tasks+&+Rate+Categories) drop-down menu (Common is the default category for all accounts).
2. **Select specific Tasks from a Rate Category**. This will allow you to choose Tasks from the selected Rate Category, rather than apply all.
3. **Copy Tasks from an open Project.** This allows you to copy over Tasks from an open Project to your new Project.
4. **Use Project Template.** This will allow you to select and apply a Project Template to your new Project.
#### Optional Project Fields
Click on the Optional Fields filter at the top right of the Projects modal to view the optional fields when entering a project. Optional fields will show the assigned default (where applicable) if no other option is selected.
11. Select a [Campaign](https://functionfox.atlassian.net/wiki/spaces/GS/pages/41058349) (Premier & In-House subscriptions only).
12. Choose whether or not to mark this Project as a [Template](https://support.functionfox.com/space/GS/39324212/Project+Templates).
13. Select a **Project Type**. You can add, edit or remove Project Types by clicking the words** Project Type** above the Project Type filter on the Projects page. Project Types (e.g. Digital, Print, Branding, etc.) help you group and filter projects when pulling reports.
**Note:** The Retainers field will only show if you have a [Retainer](https://functionfox.atlassian.net/wiki/spaces/GS/pages/39323225) set up for the selected Client. The Restricted Access Groups field will show under the Optional Fields if this feature is active on the account.
14. Depending on how you’ve chosen to apply your Tasks to the Project, you’ll see the option to **Save New**, or the option to **Select Tasks**. Click to finalize adding the Project.
Once your new project has been created, you will see it listed in the projects table at the bottom of the screen. If the project is in an open status, the start date has been reached, and tasks have been applied, you can start [Tracking Time](https://functionfox.atlassian.net/wiki/spaces/GS/pages/39322850). **Note:** Click on the table settings (3 bars) to show/hide columns in the projects table such as Files, Expenses, Retainers, and the ability to Archive projects.
#### Mandatory Project Fields
You can mark specific fields on the Projects > Manage page as mandatory (Project Type, Campaigns, etc.). Mandatory fields must be filled in in order to add the Project to FunctionFox, and mandatory fields are always visible when adding or editing a Project. To make a field mandatory, click on your initials at the top right, and then on the Settings & Preferences gear icon. Click on the Account Preferences tab and expand the Other section. Choose your mandatory fields from the ‘Mandatory Fields When Adding Projects’ drop-down menu.
> ℹ️ **FOX TIP:** Need to capture additional project information? You can add [Custom Fields](https://support.functionfox.com/space/GS/39325243/Custom+Fields) unique to your account by going to** Settings & Preferences > Account Preferences > Custom Fields**. Field types include pick lists, text fields, or date pickers. FunctionFox Classic and Premier accounts have 2 custom fields available, while In-House accounts have unlimited custom fields.
#### Editing Projects
1. Click on the **edit** pencil next to the project you wish to edit to open the Project modal.
2. Make your changes in the modal.
3. Click **Save Edit **to lock in your changes.
#### Transferring a Project from One Client to Another
1. Click on the **edit** pencil next to the project you wish to transfer to open the Project modal.
2. Click on the** Transfer Project** tab at the top of the modal.
3. Select the Client that you want to transfer the Project to and click **Transfer **
4. Click **OK** to confirm
#### Deleting/Archiving Projects
Click on the **delete** icon next to the project you wish to delete. FunctionFox will only allow you to delete projects that do not contain any data, such as timesheet entries or expenses. Alternately, you can archive completed projects, or projects that you no longer need.
**To Archive a Project**
1. Change the status of the Project from an Open type to a Closed type. Only** closed** Projects can be archived
2. Click on the archive checkbox under the **Archive **column in the Projects table. If the Archive column isn’t visible, click on the table settings (3 bars) to activate it.
**Note: **You can archive closed Projects across multiple Clients by clicking Tips/Links on the Projects > Manage page and then on the Archive Projects link.
#### **Viewing Archived Projects**
The **Project State** filter at the top of the page allows you to view Active Projects only, All Projects (both active and archived) and Archived Projects only
**To De-Archive a Project**
1. Change the **Project State Filter** to All Clients or Archived Clients Only
2. Locate your archived Project in the Projects table and uncheck the Archive checkbox
**Note: **You can de-archive Projects across multiple Clients by clicking Tips/Links on the Projects > Manage page and then on the De-Archive Projects link.
#### **Project Status Notifications**
To activate **account-wide notifications related to project status changes**, click on your initials at the top right, and then on the Settings & Preferences gear icon. Under the Account Preferences tab, scroll down to the Alerts section. In the Project Status Alert drop-down menu, select the statuses that you want users to receive notifications for (you can choose specific ones or select all).
Once the project statuses have been selected, each user can go to their **personal notification settings **(Settings & Preferences > My Preferences > Notifications) to activate the status notifications. Check off ‘A project status has changed’ under **Project Notifications **to receive In App/Email notifications when the selected statuses change across all Projects, and/or check off ‘A project status has changed and I am the project manager’ under **Project Manager Notifications** to receive In App/Email notifications when the selected statuses change only for projects where that user is the designated Project Manager.
> ℹ️ **Now that your Clients, Tasks and Projects have been added, you can explore additional account customization options through the ****[Settings & Preferences](https://functionfox.atlassian.net/wiki/spaces/GS/pages/39322762)**** or start ****[Tracking Time](https://functionfox.atlassian.net/wiki/spaces/GS/pages/39322850)****! **