How do I add a new project?

In most Argos environments, billing codes are added through an automated process that imports from an accounting package, such as Deltek Vision, Sage, Timberline or BST. Click here for more information about the formats we support for automated imports.

If it is not possible to import from another source, billing codes can be manually added and removed through the Argos Manager.

  1. Open Argos Manager
  2. Click "Projects" (may be named Billing Codes, Clients, Matter, or something else depending on your configuration)
  3. Click "+" icon at bottom of Project pane
  4. Type name in "New Project" box
  5. Type number in "Number" box
  6. Click "OK"

 

Subcodes

Adding a subcode, such as a phase, task or matter? Click the "+" icon at the bottom of the "phase" pane to add subcodes.

 

Additional Options

The following settings can be configured in the project settings:

  • Active/inactive
  • Locked
  • Project Manager
  • Location
  • Default Billing Status
  • Type
  • Pricing Schedule
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