---
title: "Create a Client > Projects"
canonical: "https://technology.bytangram.com/space/TGKB/1424425256/Create%20a%20Client%20%3E%20Projects"
format: markdown
---
In WorkBook **projects** are used to group a series of client jobs together for the purpose of reporting. 

Projects can be created and assigned at [job creation](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/1423540358), or created and managed via the **resources **module. The method used will depend on your agency processes and your access role. 

There are two types of projects in WorkBook 1) standard projects and 2) retainer projects. This article focusses on standard projects. 

> ⚠️ Each client must have at least one project associated with them, therefore at client creation WorkBook creates a project called **Jobs [client name]**. This is then used as the default project assigned at job creation.

| **ON THIS PAGE YOU WILL FIND:** |
| --- |
| > Macro (toc) |

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## ACCESS THE CLIENT CARD

Projects can be created and managed via the client card. 

- Go to the** resources **module > **resource default grid**
- Select the **client** > open the **client card**


![image](media://0504efa5-e805-4391-a773-c45592f9d0af)

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## PROJECTS NAVIGATION

![image](media://386f79a5-4fcf-4f4e-9ce5-77c9a158f72c)


|  |  |
| --- | --- |
| **NUMBER** | **FUNCTIONALITY** |
| **1** | The **project settings** tab is where you can create, delete and edit projects |
| **2** | The **project conversations** tab allows you to view or create conversations against the project |
| **3** | Use the **add project **icon to create a new project |
| **4** | Use the **delete project** icon to delete a project |
| **5** | The **enable/disable project** icon allows you to disable the project as long as there’s no associated jobs |
| **6** | Use the **project settings sidebar** to amend any details relating to the project you have selected |
| **7** | The **jobs** tab shows all the standard jobs that are related to the selected project |
| **8** | The **retainer **j**obs** tab shows all the master and delivery jobs that are related to the selected project |

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## AMEND THE DEFAULT PROJECT NAME

- From the **client card** > select the **projects** tab


![image](media://97c47323-e5df-47c0-88b2-16450666a8c2)


- Click in the **project name** field to amend the project name


![image](media://944870bd-bd83-4f08-8b7e-abbf37121224)

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## CREATE A STANDARD PROJECT

- From the **client card** > select the **projects** tab


![image](media://79fe11e4-8381-4116-a7ce-d91a8c6fd099)


- Click the **add project** icon
- Enter the **project name **
- Click **ok**

> ⚠️ For a standard project <u>DO NOT</u> check the project retainer box


![image](media://887dcb9e-51b6-41c4-b70a-965a7bd5f0a1)

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## CREATE A RETAINER PROJECT

- From the **client card** > select the **projects** tab
- Click the **add project** icon
- Enter the **project name **
- Check the **project retainer** box
- Click **ok**

![image](media://c7cace8c-8bf0-4a21-baf8-245775c5edad)

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## ASSIGN A PROJECT TO A JOB

Once a project is created it can be assigned to a job:

1. at **[job creation](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/1423540358)** simply select the relevant project from the dropdown list

![image](media://7f010f10-0c8e-45aa-9b0f-63bfc70ba0d9)


  2. via the **job properties sidebar**


![image](media://9b10a208-aa0a-49df-be4a-bba90007d0cd)

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## DELETE A PROJECT

- From the **client card** > select the **projects** tab
- Click the **delete project** icon

> 📝 You will only be able to delete a project if no jobs are assigned to it


![image](media://e992c74c-df9d-4964-a443-6a3e940eae29)

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### Related articles

> Macro (contentbylabel)