Create a Meistersystems project
Creating a new project is very easy with Meistersystems – simply go to Projects in the menu, and then click 
That’s it – your project is now created, and available in the project overview and drafts section.
Title: ideally choose a meaningful title, so even with several projects in your repertoire, you know immediately what each one is about
Description: you can add a description to specify the project goal or an important aspect of the project
Categories: specifying the services used for the project is a useful tool for planning resources
Project Type: this refers to the type of work planned: Is it a completely new construction, a renovation, or mantenance work? The answer has consequences for your scheduling
Earliest start & Deadline: keeping the project timeline in mind at all times helps to stay on track
Budget: ideally this is agreed upon with your client
Building: here you can add the adress of the construction site or apartment building in whicht the project is conducted – this makes it easier to schedule tasks & tickets, because you can optimize your trips according to location
Files: add any kind of file to help you with your project, such as manuals or pictures
Quotes: all quotes for the project can be found here – or in your opportunities module
Tasks: if you have used a template for a project, tasks will be suggested automatically – but of course you can also add them manually [HOW THOUGH??]
Members: add your teammates collaborting with you on the project with the + sign – if you haven’t done it yet, you will have to add them to your organization first
Contractual partner: this is the household of you client – it’s individual members can be added via the adressbook module
Planning: here, you can schedule tha tasks listed above – for you, your teammates, and your client