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Create and assign projects to clients to add the files and folders needed to complete your advisory work.

Before you start

• Make sure you're assigned to a permission group that has Clients and Projects enabled.
• You need project templates where the Application is Advisory and the Type is Advisory Planner to create Advisory Planner projects. 

Add a project for one client

While you work in Onvio you can add new projects as needed. When you need to assign a project that doesn't exist yet, you can select Add Project at the top of the list of existing projects.

1. In Onvio Center, go to the Projects tab.
2. Select Add, then Project.
3. In the Project Template field, choose an existing template or select Add Project Template to to create a new one. 

   Note: The Application must be set to Advisory and the Type set to Advisory Planner to create Advisory Document projects.

4. Check that the fields populated by the template are correct and complete any additional fields.

   Note: The Contact field can only be the client or someone listed in the Relationships tab for the client.

5. Select Switch to Advanced Mode to add more specific information, like target dates, storage, and reoccurrence.
6. Select Save when you're finished.

Add projects for multiple clients

You can quickly create similar projects for multiple clients at once.

1. In Onvio Center select Setup, then Clients.
2. Mark the checkboxes to select multiple clients.
3. Select Edit.
4. Select Add Projects, then Next.
5. In the Project Template field, choose an existing template or select Add Project Template to create a new one. 
6. Select Show Details to see more information or to remove an item from the list of items you're editing.
7. Select Done to save your changes or select Previous to go to back to the last step. Select Cancel to undo all changes and go back to the Clients screen.