Add a New Project Record

Use the Project Info Center to create new project records. Each project record must have a unique identifier. If you have set up project defaults, values automatically populate some of the fields on the Project Info Center form when you create a new project.

If Ajera CRM detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To add a new project record, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center > Projects.
2. Click New and select New Project to open a new project record.
3. Enter a unique identifier and specify the remaining project information on the tabs of the Project Info Center form.
4. Click Save.