Creating a New Project                                                                                                                                                                                                                            Project Management.Creating a New Project (240)

You can create as many projects as necessary. Projects can be thought of like file folders in a filing cabinet. They are used to hold all the information related to a particular job or project. A project can contain as many quotes and orders as you desire.

To create a new project navigate to the Projects menu. A list of your existing projects (if any) will be displayed as shown in the following figure.

To create a new project enter a project name in the New Project Name text box and click the  button.

Keep the following restrictions in mind when creating projects:

•Project names can be a maximum of 15 characters in length

•Names can include alphanumeric characters (a-z, 0-9) and punctuation marks and may include spaces

•You cannot duplicate project names. If you attempt to create a new project using a name that already exists you will receive the warning message below

Once you have entered the project name and clicked  you will be redirected to the Project Information page. On this page you may enter the details about your project.

The Project Information page is divided into four sections. The first section allows you to enter detailed information about the project and the companies participating in the project.

The Selection Defaults section allows you to select the defaults that will be used when selecting the line items for inclusion in the project. The parameters that you select here will be used as a starting point when you add line items to the project.

The Project Users section allows you to assign other users rights to access your project. By default only System Administrators would have access to your project unless you specifically grant another user access to your project. See the section entitled Designating a User to View All Orders/Shipments for more information on granting access to other users.

The fourth and final section allows you to select project status information such as the phase of the project, building type, etc. The information in this section is required and you must select an option for each of the drop down list boxes before proceeding.

The Admin Only section will only be displayed if you are logged on with Pricing Administrator privileges or higher. This section allows a project to be deleted. Please see the section entitled Deleting a Project for more information and restrictions regarding deleting projects.

Once you have entered any information required and set the project defaults and properties click the  button to save your changes.