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Adding a Project in Batoi eSuite

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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.

Figure 1
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.

Figure 2
Figure 2
Sl. No.NameTypeDescription
1Project TitleRequiredEnter the project title
2Project CategoryRequiredThe project categories those have been added in the settings page are appearing in the drop-down menu. Select a category for the project
3Project ManagerRequiredSelect a project manager from the drop-down menu
4Start DateRequiredSelect the project start date from the date picker
5Target DateRequiredSelect 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.

Figure 3
Figure 3
Sl. No.NameTypeDescription
1Organizational User(s)OptionalSelect multiple users from the list of available users from the drop-down menu
2CustomerOptionalSelect the customer from the drop-down menu if you would like to create a project for a customer
3Upstream Vendor(s)OptionalSelect multiple upstream vendors from the list of available upstream vendors from the drop-down menu
4Downstream Vendor(s)OptionalSelect multiple downstream vendors from the list of available downstream vendors from the drop-down menu
5Select OrderOptionalSelect the order from the list of available orders from the drop-down menu if you would like to link this project with an order
6Project DescriptionOptionalEnter 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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