> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sonderplan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Project Basics

> Quickly set up and manage every aspect of your project, centralising all the project metadata and attachments.

Projects are a great way to organise jobs that contain multiple bookings with your team members and clients. You can also add files, specific resource rates, quotes and invoices and control access for your team.

## Project Properties

Projects must always include a **name**. Additionally, projects may include any of the following properties:

<CardGroup cols={2}>
  <Card title="Bookings" icon="calendar-week">
    Multiple bookings may be assigned to a project and several booking properties flow through to the project
  </Card>

  <Card title="Time Entries" icon="timer">
    Any time entries that were logged by resources directly to any booking assigned to the project
  </Card>

  <Card title="Client & Contact Person" icon="book-user">
    Pulls through client contact info and used to prefill quotes / invoices
  </Card>

  <Card title="Status" icon="traffic-light">
    Projects have two statuses, In Progress and Archived
  </Card>

  <Card title="Parent Folder" icon="folder-open">
    Projects may be organised into folders, great for episodic productions
  </Card>

  <Card title="Active Date Range" icon="calendar-xmark">
    A start and end date can be set to mark the anticipated timeline of the project
  </Card>

  <Card title="Phases & Milestones" icon="map-pin">
    Phases and milestones can be added to projects, which are displayed on the project timeline
  </Card>

  <Card title="Quotes & Invoices" icon="file-invoice">
    Details about the linked quotes & invoices attached to the project
  </Card>

  <Card title="File Attachments" icon="paperclip">
    Files that are related to this project can be uploaded and attached directly
  </Card>

  <Card title="Team Members" icon="users">
    Users and groups can be added to private projects, giving them access to view associated bookings
  </Card>

  <Card title="Custom Fields" icon="i-cursor">
    Single, multi line, select menu and date picker input fields can be added to projects
  </Card>

  <Card title="Reports" icon="chart-pie">
    Reports about resource utilisation, booking totals, time logs related to the project
  </Card>

  <Card title="Calendar Feed" icon="rss">
    Calendar feed which contains all the bookings related to the project
  </Card>

  <Card title="History" icon="clock-rotate-left">
    Details about who, changed what, including when they did it
  </Card>
</CardGroup>

## Creating a Project

<Tip>To create a project you must be in a user group with **Edit** permissions to the project module. Please contact your account administrator if you do not see the **New** button on the Projects page</Tip>

Projects may be created from the main Projects page by clicking the **New** button above the projects table. Projects may also be created *inline* directly from within **Bookings**, **Quotes** and **Invoices** by clicking on the <Icon icon="plus" /> button next to the **Project** label.

<img src="https://mintcdn.com/sonderplan-b228cb35/hbMdFMPsN5n2tQkr/images/projects/sonderplan-new-project.png?fit=max&auto=format&n=hbMdFMPsN5n2tQkr&q=85&s=76d41875cec9a9945b1433b8507cf1ad" alt="New Project Window in Sonderplan" width="1270" height="851" data-path="images/projects/sonderplan-new-project.png" />

### Assigning Project Colour

To assign a project colour, click on the colour window to the left of the **Project Name** field, a colour picker will appear.

<img src="https://mintcdn.com/sonderplan-b228cb35/hbMdFMPsN5n2tQkr/images/projects/sonderplan-project-colour-picker.png?fit=max&auto=format&n=hbMdFMPsN5n2tQkr&q=85&s=9a40aceace2483059fd97832a5613193" alt="Selecting a Colour in the New Project Window in Sonderplan" width="800" height="430" data-path="images/projects/sonderplan-project-colour-picker.png" />

Project colours can be used to colour bookings on the Schedule, when the [Colour Mode](/en/bookings/schedule#booking-colors) is set to **Project**.

### Automatically filling Project Code

Sonderplan can automatically set your numerical project codes, ensuring you don't accidentally have duplicates. To fill a project code automatically, click on the <Icon icon="wand-magic-sparkles" /> button and the next project code number will be displayed.

To change the next project code, you can make the change in the [Admin Project Settings](/en/admin/global-project-settings)

## Projects Table

The projects table will show you any project set with the *Everyone* visibility, as well as any *Private* projects to which you've been added to, either directly or via your user group.

<Tip>Users with **View** access to the **Admin** module will see all projects, even if they have not been added to a project</Tip>
