Create a Project

Before creating a project, set up the following information:

NOTE: The following steps cover only the basic requirements to create a record.

On the Projects form, select Actions > New to add a new project.
Enter a project number in the Project field, or let the system choose a number for you when you save the record.
Enter the date when the project was entered into the system or accept the default value of the system date.
Select the project type in the Type field.
On the Address tab, select a Customer and Ship To number.
On the General tab, select the product code in the Product Code field.
On the General tab, enter a date range in the Start Date and End Date fields.
Select Actions > Save to save the project record.