How to Add a New Project - Revision history

J.collier at 16:29, 20 March 2013

2013-03-20T16:29:28Z

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 . Click '''Save & New''' to save this project and create a new one, or '''Save & Close''' if you are done entering project information.
 ''The new project is saved.''
 Return to '''[[Projects]]'''

← Older revision		Revision as of 16:29, 20 March 2013
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	13. Click '''Save & New''' to save this project and create a new one, or '''Save & Close''' if you are done entering project information.		13. Click '''Save & New''' to save this project and create a new one, or '''Save & Close''' if you are done entering project information.
	''The new project is saved.''		''The new project is saved.''
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		+	Return to '''[[Projects]]'''

← Older revision		Revision as of 16:27, 20 March 2013
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	[[File:New_Project.jpg]]		[[File:New_Project.jpg]]
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	3. In the '''Title''' field, enter a name for the project. This is the only required field. A best practice is to include the account name in the title.		3. In the '''Title''' field, enter a name for the project. This is the only required field. A best practice is to include the account name in the title.

@@ Line 26: / Line 26: @@
 . If your organization has created custom for the Projects form, complete these as well. (Some may be mandatory.)
-. Click Save & New to save this project and create a new one, or '''Save & Close''' if you are done entering project information.
+. Click '''Save & New''' to save this project and create a new one, or '''Save & Close''' if you are done entering project information.
 ''The new project is saved.''

← Older revision		Revision as of 16:27, 20 March 2013
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	10. In the '''Status''' field, select the appropriate value from the drop-down list (Open, Closed or Pending).		10. In the '''Status''' field, select the appropriate value from the drop-down list (Open, Closed or Pending).

−	11. In the Budgeted Hours field, enter the number of hours alotted to this project.	+	11. In the '''Budgeted Hours''' field, enter the number of hours alotted to this project.
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		+	12. If your organization has created custom for the Projects form, complete these as well. (Some may be mandatory.)
		+
		+	13. Click Save & New to save this project and create a new one, or '''Save & Close''' if you are done entering project information.
		+	''The new project is saved.''

← Older revision		Revision as of 16:22, 20 March 2013
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	9. For the '''Start Date''' and '''End Date''' fields, click the respective calendar icons to launch the date picker and select the project start and end dates.		9. For the '''Start Date''' and '''End Date''' fields, click the respective calendar icons to launch the date picker and select the project start and end dates.

−	10. In the '''~~Statu~~'''s field, select the appropriate value from the drop-down list.	+	10. In the '''Status''' field, select the appropriate value from the drop-down list (Open, Closed or Pending).
		+
		+	11. In the Budgeted Hours field, enter the number of hours alotted to this project.

← Older revision		Revision as of 16:18, 20 March 2013
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	8. In the '''Team''' field, you can select a team to assign to this project if you use teams in your organization.		8. In the '''Team''' field, you can select a team to assign to this project if you use teams in your organization.
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		+	9. For the '''Start Date''' and '''End Date''' fields, click the respective calendar icons to launch the date picker and select the project start and end dates.
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		+	10. In the '''Statu'''s field, select the appropriate value from the drop-down list.

← Older revision		Revision as of 14:58, 11 March 2013
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	6. In the '''Contact''' field, select a contact to associate the project with from the look-up list.		6. In the '''Contact''' field, select a contact to associate the project with from the look-up list.

−	7. In the Manager, field, select a project manager from the look-up list. These will be individuals in your organization.	+	7. In the '''Manager''', field, select a project manager from the look-up list. These will be individuals in your organization.
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		+	8. In the '''Team''' field, you can select a team to assign to this project if you use teams in your organization.

← Older revision		Revision as of 14:45, 11 March 2013
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	6. In the '''Contact''' field, select a contact to associate the project with from the look-up list.		6. In the '''Contact''' field, select a contact to associate the project with from the look-up list.
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		+	7. In the Manager, field, select a project manager from the look-up list. These will be individuals in your organization.

← Older revision		Revision as of 14:39, 11 March 2013
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	5. In the '''Account''' field, select an account to associate the project with from the look-up list.		5. In the '''Account''' field, select an account to associate the project with from the look-up list.
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		+	6. In the '''Contact''' field, select a contact to associate the project with from the look-up list.