A Project is simply a way to group tickets together for a client. For instance, as a general contractor, let's say you have a residential client (Mr. & Mrs. Jones) who wants a pool house built. You can create a project called Pool House and any tickets you or the Jones' create are added to that project. This is especially useful if you do a lot of work with the Jones' and need to keep things organized.
We started out with an entire Projects section where you can add/edit/manage all projects.
|Old Project Section|
But why have an entire section dedicated to projects? A project cannot exist if it does not belong to a client, so we decided to move all project functionality to the Client screen. After all, if you want look at a project you are working on for the Jones', wouldn't it make sense to go to the the Jones' client?
|New Project Section|
Plus, you can now you can add a new Project on the fly while you are adding a new ticket. This means you don't have to have the Project created already or even know where you would go to create one. It just makes sense!
|Add a Project from the New Ticket screen|