Using the Project Wizard
The Project
Involves a group working as a team to complete a long-term project that involves multiple component tasks. Wizard takes you through the process of creating a project, configuring basic information, and setting the initial information in the tabs. The Projects tab on the contact record displays the projects associated with the contact.
Use the following procedure to open and use the Project Wizard.
| 1. | Select Go To > Projects. |
| 2. | At the Project Manager window, right-click the upper pane and select New. |
| 3. | At the New Project Prompt dialog box, select Yes. |
The Project Wizard: Welcome dialog box opens. The Company defaults to the active contact record.
For another contact record, click the search button to launch the Contact Search Center and then select the contact.
| 4. | The contacts and additional contacts available in the Contacts drop-down list depend on the company selected. Select the contact for the project and click Next. |
| 5. | At the Description dialog box, complete the fields as needed. |
○ Enter or select a description for the project below. Type or select a 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.
○ Templates of User. Select the user or user group in the drop-down list.
○ Please select a template of the selected user. Select in the drop-down list. The templates displayed are owned by the user selected in the above field.
Click Next.
| 6. | At the Overview dialog box, completed as needed. |
○ Manager. Select the owning user or user group in the drop-down list.
○ Code. Type or select a code from the F2 Lookup list.
○ Stage. Type or select from the F2 Lookup list the stage the project begins at.
○ Source. Type or select from the F2 Lookup list.
○ Start Date. Type or select from the F2 graphical calendar.
○ Close Date. Type or select from the F2 graphical calendar.
| 7. | Click Next to view the Influencers dialog box. See Editing Opportunity Influencers. |
| 8. | Click Next to view the Team Members dialog box. See Editing Teams. |
| 9. | Click Next to view the Issues dialog box. See Editing Issues. |
| 10. | Click Next to view the Details/Links dialog box. See Editing Details/Links. |
| 11. | Click Next to view the Finish dialog box. |
| 12. | At the Finish dialog box, complete the following fields as needed: |
○ Manager.Select the user or user group in the drop-down list.
○ Code. Type or select the code from the F2 Lookup list.
○ Stage. Type or select the beginning stage from the F2 Lookup.
○ Close by. Select the closing date from the F2 graphical calendar.
| 13. | Click Finish. |
The project is added to the upper pane of the Project Manager.
