You can create a new project record to manage all aspects of a project.
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On the header bar, click
Activity Zone.
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In the
Search Activity Zone field at the top, enter
Add Project.
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Click the
Add Project link that displays.
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On the Add Project window, enter the project details, key dates, and site details.
All mandatory fields are highlighted in red.
- Optional:
Under Classifications, click
for any classification types that you want to assign to the project.
Classifications define the type and scope of a project, such as classes, regions, sectors, and so on. You can also select one or more event stages, which define the project milestones.
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Click
Save.