Procedures

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Create a Project

There are multiple ways in which a Project can be created and set up

Create a Project from the Project form

From a blank Project form (Path: Projects Main Menu > Projects)

1. Click the Add icon
2. Fill in all the details you have including Title, Site, Type, Category, Sales Reps, Start and End Dates, etc.
3. Click the Save icon

Create a Project from an approved Order

When an Order record with a specific option set in the Sales Type field is moved to APPROVED status, a Project can be automatically generated

1. From the Order record click the Process icon
2. Click the Approved button, and click OK to confirm
3. When prompted, enter the Start Date and End Date, then click OK

A new Project record will open containing information from the Order record, with Order Items carried over to the Materials tab for the Project

Create a Project from a Customer record

1. Open the Customer record you want to view, and click the Projects tab
2. Click the Add icon located in the Projects grid
3. In the new Project form, manually enter the Project attributes, including
   • Project Title
   • Start Date
   • End Date
   • Project Leader
   • Project Type
   • Comments
4. Click the Save icon

Copy a Project from an Existing Project

1. Open the Project record that you want to copy and from the Extended Menu icon, select one of the following options:
   • Copy This Project By Start Date
   • Copy This Project By End Date
2. A new window will open with options that allow you to select which Project items you would like to carry over to the new Project
3. In the new Project record, click the Edit icon and make any other necessary changes to the Project
4. Click the Save icon

Copy a Project from a Project Template

1. Go to Projects > Template List and open a Template
2. From the Extended Menu icon, select Copy Template to Project
3. Click the Edit icon, and make any necessary changes to the Project
4. Click the Save icon