Insert Project ID

Explanation

Create the project in the system by registering the project ID, project name, project description, manager, company and calendar. A wizard is available to ease the process of entering the data. The wizard lets you specify the project details and project milestones, project sites and project access. 

Prerequisites

System Effects

Window

Projects
Project

Related Window Descriptions

Projects
Project
Define Project Information (step 1 in wizard)

Procedure

Create a new project by using wizard:

  1. Open Projects or Project.
  2. Click the right mouse button menu option Create New Project, and fill in all wanted information
  3. Click Finish

Or you can do it manually in Projects or Project

  1. Create a new record. 
  2. Enter the project ID, project name, project description, manager, company and calendar (the default company automatically appears). The manager must be a person connected to a system user. The rest of the information (such as program ID, currency type, customer, customer responsible, customer project ID, planned start date, planned finish date, planned revenue, planned cost and probability to win) can be registered either now or later. 
  3. Verify/change the setting of Project Access On.
  4. Select the Project Unique Procurement check box if you want the purchase orders and purchase invoices to be created uniquely for this project and not combined with other projects. Similarly, select the Project Unique Billing check box if u want sales invoices to be created uniquely for this project.
  5. Save.
  6. If project access was enabled, you might want to define/modify the team access. See the activity Define Project Access for more information.
  7. You can now use the tabs in Project to enter more information if desired.