- Log in as a user with ‘Add projects’ permission, such as Project Manager. If you are logged in already, skip this step.
- From Projects & Tasks drop-down menu, select Activity Center.
- Follow the procedure as described here.
Before you can start adding payments/expenses to the project, you need to have it added to the database. In other words, you need to save it at least once since you started creating it. This is done by clicking on the "Save" button in the upper right-hand corner. You will need to have filled in all required fields before saving can be performed. A bubble will pop up if some required fields have been left unfilled.
To learn how to modify project members’ roles and permissions, refer to Adding members to project.
Project members as they are added to the team may have an avatar (a thumbnail picture) to easily identify them. How to add an avatar, see Creating users under Users.