Set up a Project

A project is a series of related a tasks which when they are carried out in the correct order will lead to the completion of the project.

Project Data > Projects

To set up a Project you are going to use dynamic search bar by typing "Projects"

To add a new Project , click the “+” button “New Record”.

After pressing the + button, you will be taken to the following screen. To create a Project, the Company Code,Branch Code, Active Project Toggle, Cost Model Codes are a mandatory fields. However, you can also enter additional information such as Address Data, Users per Project, User Roles Per Project among others.

Video Walkthrough