# Adding records to a project

> Add bookings, proposals, invoices, contracts, questionnaires, messages and galleries to a CoreHue project, start new ones inside it, or remove them.

Source: https://help.corehue.co/docs/projects/adding-records-to-a-project/

You can add work to a project from the record itself or from inside the project, and anything you start inside a project lands there automatically. It's also where paperwork you create after a booking belongs, since a booking only keeps the documents it was created with. Bookings, proposals, invoices, contracts, questionnaires, message threads and galleries can all join.

## From the record

1. Open the booking, proposal, invoice, contract or questionnaire.
2. Choose **More actions** (three dots).
3. Choose **Add to project**.
4. Search for the project and pick it.
5. Choose **Add to project**.

A short note pops up to confirm what was added. Adding a booking or proposal brings its paperwork too. See [What comes along with a booking or proposal](/docs/projects/what-comes-along).

For a gallery, use the three-dot menu at the top of the gallery editor. For a message thread, use the three-dot menu at the top of the conversation.

Only active projects show in the list. To add work to an archived project, restore it first.

## From inside the project

1. Open the project and choose the **Bookings**, **Documents**, **Messages** or **Galleries** tab.
2. Choose **Add existing**.
3. On **Documents**, pick **Proposals**, **Invoices**, **Contracts** or **Questionnaires** across the top.
4. Search, then choose **Add** beside each one you want.
5. Choose **Done**.

Records already in this project show **Added**. Records in another project show that project's name instead of **Add**.

## Starting something new in the project

The project's **More actions** menu starts new work already filed in the project and addressed to the primary contact:

- **Send message**
- **Create proposal**, **Create booking**, **Create invoice**, **Create contract** or **Create questionnaire**
- **Create gallery**

Each tab also has its own button, like **New booking** on **Bookings** or **New** on **Documents**. These fill in the project, and you pick the contact. Sending messages from CoreHue needs Plus or Pro. See [Messages on the Free plan](/docs/messages/messages-on-the-free-plan).

## The Project field on new records

The forms for a new booking, proposal, invoice, contract and questionnaire have a **Project** field. Choose a project, choose **No project** to leave it out, or choose **New project** to make one on the spot.

This is how you keep later paperwork with a job. An invoice, contract or questionnaire you create after the booking belongs to your client, not the booking, so pick the job's project here and it sits beside the booking in the project's **Documents** tab. On a new contract, choosing a booking in the **Booking** field fills this in from the booking's project, and you can change it.

## Seeing which project a record is in

Once a booking or document is in a project, the project's name shows near the top of its page, under the action buttons. Choose it to open the project. In **Messages** it sits beside the contact's name, and a gallery's three-dot menu offers to open it.

## Removing a record

1. Open the record and choose **More actions**.
2. Choose **Remove from project**.
3. Choose **Remove from project** again to confirm.

You can also use the three-dot menu on a row or gallery in the project's tabs. Removing never deletes anything: the record carries on as before, just outside the project.

A record sits in one project at a time, so to move it, remove it and then add it to the other project.

## Frequently asked questions

### Can I add an inquiry to a project?

No. Inquiries stay outside projects, though you can add a questionnaire you sent from an inquiry on its own. It stays with the inquiry after you book it, so add it yourself if you want it in the job's project.

### Why can't I add an invoice that's already somewhere else?

It's in another project. Open the invoice, remove it from that project, then add it to this one.

### Does adding a record to a project send anything to my client?

No. Adding and removing records is private. Your client sees the same documents and galleries as before.

### Can I add a contact's other work all at once?

No. Add each booking or proposal, and its paperwork comes with it. Adding a person to the project doesn't bring their other bookings in.