---
title: "How to Add a New Project"
url: https://help.clearcrm.com/en/articles/10715090-how-to-add-a-new-project
collection: "Project List"
updated: 2026-06-09
language: en
---

# How to Add a New Project

To create new project go to Projects from the aside menu and click **New Project** on the top left button.

![](https://staticfiles.gleap.io/helpcenter/69adb1adea2195f0e0fe5fde/20260330165956_0525.png)

-   Project Name – The name of the project – Visible to customer
    
-   Select customer
    
-   Billing Type – there are 3 billing types for the projects. (auto-selected from the most used billing type)
    

**Billing type cant be changed if any billed tasks found for the project.**

-   **Fixed Cost**
    
-   Project Hours – Based on project total billable hours
    
-   Tasks Hours – Based on tasks total billable hours – Total is calculated per task Hourly Rate (When creating task you need to set hourly rate for these tasks if billable.
    
-   Select project members – Only project members and staff who has permission Manage Projects will be able to access the project.
    
-   Start Date
    
-   End Date
    
-   Project Description
    

**Project Settings**

Each project can have own settings based on the customer.

-   Allow customer to view tasks
    
-   Allow customer to comment on project tasks – Not applied if Allow customer to view tasks is **unchecked**.
    
-   Allow customer to view task comments- Not applied if Allow customer to view tasks is **unchecked**.
    
-   Allow customer to view task attachments- Not applied if Allow customer to view tasks is **unchecked**.
    
-   Allow customer to view task checklist items- Not applied if Allow customer to view tasks is **unchecked**.
    
-   Allow customer to upload attachments on tasks- Not applied if Allow customer to view tasks is **unchecked**.
    
-   Allow customer to view task total logged time
    
-   Allow customer to view finance overview – **(Finance overview for tasks is not shown if project Billing Type is Fixed Cost)**
    

**Allow customer to upload files**

-   Allow customer to open discussions
    
-   Allow customer to view milestones
    
-   Allow customer to view Gantt
    
-   Allow customer to view timesheets
    
-   Allow customer to view activity log
    
-   Allow customer to view team members
    

**Notes:**

-   When creating new project initialy the default **project settings will be taken from the last project**. You can adjust if any changes are required.
    
-   **Project currency will be your base currency or the customer currency**. If the customer have setup currency different then the base currency the currency will be used from the customer profile.
    
-   If your staff members are able to see all projects make sure that the member dont have permissions for projects VIEW. **VIEW allows staff member to see ALL projects. If you only want them to see projects they are assigned (added as members), do not give VIEW permissions.**