Create or copy a project

• Create a new project
• Copy a project

Heeros PSA's project management system allows you to create new external and internal projects and manage leads and won deals effortlessly. Adding a new project is possible from several different places in Heeros PSA. You can also create projects by copying previous projects' data. 

Create a new project

You have several options to create a new project in Heeros PSA.

Option 1. From the Projects page

1. Choose Projects from the sidebar
2. Click the + Add Project button in the project list
   

3. Fill in the project information on the project card
   

Option 2. From the List View

1. Choose Projects from the sidebar
2. Click the green + button
   
3. Fill in the project information in the columns
   
4. Save by clicking the green icon at the beginning of the line

Option 3. From the Kanban view

Projects > All > View: Kanban

1. Select projects Kanban view
   
2. Select the funnel/pipeline for which you want to add a new project
3. Click Add project at the bottom of the stage if you want to add a new project to that stage.
   
   
   
4. Fill in the project information on the project card
5. Click Save

The project is saved on the funnel stage from which it was added. You can change the stage when editing project.

Define e.g. project invoicing details, project team members and customer contact persons from the Project Overview.

Copy a project 

Heeros PSA lets you duplicate contents of an existing project by creating a copy to save time and effort.

If you are managing similar projects for different customers, you can avoid the hassle of creating everything from scratch by simply creating a copy of an existing project(s).
To create a copy:

1. Click on the more options icon beside the project or project tree that you would like to duplicate and select Copy Project.
   
   

2. You will be directed to a dialogue box where you can define the project details for the new project. You can edit or update the details for your new project in the dialog box.
   

3. Rename the projects that need to be copied in the editable fields on the right.

4. Click on Copy to save.