Difference between revisions of "HowTo:Create a Project"
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{{Orientation|Users|Intermediate|5}} | {{Orientation|Users|Intermediate|5}} | ||
</noinclude>Create a | </noinclude>Create a new Project to manage. | ||
;What You Need: | ;What You Need: | ||
:* Install the Project Management application, which contains the [[PROJECT]] object. | :* Install the Project Management application, which contains the [[PROJECT]] object. |
Latest revision as of 20:25, 31 January 2012
For: Users See more: |
Create a new Project to manage.
- What You Need
-
- Install the Project Management application, which contains the PROJECT object.
To create a new project:
- Click the Projects tab
- Click the [New Project] button
- Complete the fields in the Project Information section
- Project Name
- Name of the Project
- Type
- Choose either Internal or External (clients)
- Description
- Description of the Project
- Estimated Start Date
- Date you expect the project to start
- Estimated End Date
- Date you expect the project to end
- Project Status
- Choose an option from the picklist
- Priority
- Choose an option from the picklist
- Description
- Project Description
- Click [Save] to save the new project, or click [Save & New] to save this project and create a new one.
A confirmation message appears on the Project details page, which includes the information you added, as well as calculated fields and Related Information.