There are two sections in the Add Project page namely 'Required Section' in which only the required fields will appear and the other one is 'Advanced Section' in which the fields which are not required will appear. If you want to fill informations also in the 'Advanced Section' then click on the 'Advanced' link or the 'Down Arrow' link as shown in Figure 1.
In the 'Add Project' page as shown in Figure 2, fill in the following information about a Project. Each step shown in Figure 2 is explained in the below table.
||Required||Enter the project title|
||Required||The project categories those have been added in the settings page are appearing in the drop-down menu. Select a category for the project|
||Required||Select a project manager from the drop-down menu|
||Required||Select the project start date from the date picker|
||Required||Select the project target date from the date picker|
|The 'Project Code' will only appear in the Edit Project page. If for 'Projects' menu the record identifier is selected as 'Custom' in the 'Unique Record Identifier' page, then the Project code will be generated as Unique and then in the Edit Project page you can edit the code.|
If the 'Advanced Link' is clicked, then the Add Project Page will look like as shown in Figure 3. Each step shown in Figure 3 is explained in the below table.
||Optional||Select multiple users from the list of available users from the drop-down menu|
||Optional||Select the customer from the drop-down menu if you would like to create a project for a customer|
||Optional||Select multiple upstream vendors from the list of available upstream vendors from the drop-down menu|
||Optional||Select multiple downstream vendors from the list of available downstream vendors from the drop-down menu|
||Optional||Select the order from the list of available orders from the drop-down menu if you would like to link this project with an order|
||Optional||Enter the project description|
|The drop-down values for the fields 'Project Manager', 'Organizational User(s)', 'Customer', 'Upstream Vendor(s)' and 'Downstream Vendor(s)' will populate according to the Organizational Unit selected for the Project.|
Once you are done with, click on the 'Save' button as shown in Figure 3 to save your information. You can then see that the new Project is now available on the list page for 'Projects'.
Updated on May 09, 2020
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