Open topic with navigation

Creating a New Project

You can create a new project from:

• the Opportunity tab
• the Project tab
• a project itself (child project)
• a template.

To create a new project:

1. Depending on where you are creating the project from, click Create Project or New Project.
2. Enter a name for the project in the Project Name field. Use a unique identifier so you can easily distinguish it from others for the same customer account and opportunity, as well as parent and child projects.
3. Complete the remaining fields described in "Project Fields".
4. Click Create.

To create a project from a template:

1. Scroll to Projects on the Region, Practice, Group or Account that you want to associate with the project.
2. Click Create Project From Template.
3. Select the template that you want and click Select.
4. Complete the fields described in "Create Project from Template Fields".
5. Click Create.

© Copyright 2009-2012 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.