Project Records

Enter and manage your project records in the Project Info Center.

Before you start adding contracts to your database, you may want to learn more about Project Templates. The Project Template form contains the same tabs and fields as the Project Info Center. You create and save templates using a pre-defined WBS, and you enter data only in the fields you want on each tab. User can then access your templates when they are creating new project records. This saves time and helps to ensure the consistency and accuracy of your project records.

Use the Project Info Center to manage the following types of information:

General Project Data

• Project name and number
• Project type
• Project Manager, principal, supervisor
• Project team members
• Client and contact name and address
• Project start and completion dates