Creating Projects
Use the following procedure to create a new project.
| 1. | Select Go To > Projects. |
| 2. | At the Project Involves a group working as a team to complete a long-term project that involves multiple component tasks. Manager dialog box, click New, or right-click and select New > New Project from the local menu. |
| 3. | At the New Project Prompt dialog box, click: |
○ Yes. The Project Wizard appears.See Using the Project Wizard.
○ No. The New Project dialog box appears.
| 4. | Complete the following fields as needed and then click OK. |
○ Company. The company in the current contact record populates this field. To change the contact, click the Search button to the right and select a company from the Contact Search Center.
○ Contact. Select the primary or additional contact in the drop-down list.
The Contact field label will change according to the type of record selected. For example, if the selected record type is Car, then the field label will appear as VIN# with a drop-down list of Vehicle Identification Numbers.
○ Type. Defaults to Project and cannot be changed in this dialog box.
○ Templates of User. Select the user who is the owner of the template to use.
○ Please select a template of the selected user. Select a template in the drop-down list (see Creating Project Templates).
| 5. | At the Project Properties dialog box, complete these fields as needed. |
○ Project. Type or select the project name from the F2 Lookup Special type of browse window that can be customized to contain frequently used or code-specific entries. Security options can control F2 lookups to ensure user input and allow standardization of data. list.
○ Company. Type the new company name if the name in the field is not the correct company name.
○ Manager. Select the project manager in the drop-down list.
○ Code. Select the project code by typing or selecting an entry from the F2 Lookup list.
○ Status. Type or select.
○ Stage. Type or select.
○ Source. Type or select the source of the project from the F2 Lookup list.
○ Start Date. Select the date the project starts from the F2 graphical calendar.
○ End Date. Select the date the project should end from the F2 graphical calendar.
○ Actual End. Defaults to the date displayed in the End Date. Updates when the project is completed.
| 6. | Click OK to return to the Project Manager window with your new project listed in the upper pane. Each tab must be updated manually. |
