Create Projects
Projects are used to manage every aspect of a construction project, from its early development, through to project completion.
- Related Topics:
- Create a Project
You can create a new project record to manage all aspects of a project. - Create a Project from an Enquiry
When a project enquiry is approved, you can convert it to a live project. This copies all details, organizations and contacts, and classifications from the enquiry to the new project. - Add a Historical Project
If a project already exists, but has not been created in PIM, you can add a historical project to keep a record of it. This can be a current project that is still ongoing, or a completed project. - Add an Image to a Project
You can display an image on a project record. Project images also display in the PIM Teamwork portal for external contacts.
Parent Topic: How to...