Add/Edit Projects

The New Project and Edit Project screens allow you to create and edit projects for managing related work items. A 'project' in Rev.io represents a collection of related work, such as tasks, tickets, and phases, managed together to achieve a defined outcome.

Each field on the New Project modal is defined below.

No.LabelDefinition
1Project NameName of the project.
2Project DetailsAdditional details or description for the project.
3CustomerCustomer account for which the project was created.
4Customer ContactContact at the customer's company for the project.
5Project BudgetEstimated budget for the project.
6Budget HoursEstimated number of hours budgeted for the project.
7StatusStatus of the project. Status options include Active, Complete, Not Started, In Progress, At Risk, On Hold, and Cancelled.
8PriorityPriority of the project. Priority options include High, Medium, and Low.
9Start DateStart date for the project.
10End DateEnd date for the project.
11Billable Check this option to indicate the project is billable.
12Mark as At RiskCheck this option to indicate the project is at risk.

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