All projects must have a defined budget and lead before moving from Planning to Active status. CEO approval is required for budgets over $10,000.
- Go to Projects and click + New Project.
- Fill in name, description, category, lead, dates, budget, and priority.
- Set status to Planning initially. Move to Active once resources are confirmed.
- Update progress percentage regularly — this feeds the pipeline visual on the Overview.
- Mark as Completed when all deliverables and milestones are achieved.