Creating a new Project is easy and can be created according to the following scenarios:
- Note: First, make sure the current customer is added to Customers.
- Go to the Projects List by clicking Projects and then on the "+" symbol.
- Fill in field: Title, Status (default Open), Descripton, Location, Customer, Pipe and pipe stage, Estimated value, Estimated close date
Create Project with Role:
- Also fill in fields: Start date, End date, Scope, Price.
Create Project with Role and add Consultant:
- Select a consultant and then Tentative or Definite.
Once the Project is created, you can:
- Complete with more information: Click "Edit" in the top right corner.
- Change Status, Pipe, Step: Click "Edit" at the top of the assignment.
- Add events: Click "New Event" and select Meeting, Note or Task.