Enter Project Details

Once you have won a project, you can enter more details using the tabs on the Projects form.

If you created a promotional project to track the costs related to winning the project, you may want to transfer the promotional time and expenses to the regular project and then close out the promotional project. This step is optional and depends on your company's procedures.

If you do not own CRM, CRM Plus, or Resource Planning, this is where your project lifecycle starts. Create a new regular project record, enter information in the Summary pane, and begin entering more details into the project record.