User Guide › Add New User › Project
Overview
Use the Project form to create and save a Project record for work that requires coordinated sales, purchasing, warehouse, financial, or project-management activity. Project managers and other authorized users use this form when they need to record a new Project in the system.
Before you start
You must be signed in to access the Project form.
Steps
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Navigate to Add new > Project > Project.
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Complete the required Project information on the form. Ensure that all required entries are provided and that values are entered in the required formats.
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Select Save to validate the Project form and save the Project record.
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To finish and leave the Project form, select Save and Close.
Tips & cautions
Note: The form validates required information before it saves. Complete all required entries before selecting Save.
Warning: If you leave the Project form with unsaved changes, the application displays a warning first.
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| The Project does not save. | Required information is missing. | Complete the required entries and select Save again. |
| A warning appears when leaving the Project form. | The form contains unsaved changes. | Select Save to retain the changes, or respond to the warning as appropriate. |
| The Project form is unavailable. | You are not signed in. | Sign in, then navigate to Add new > Project > Project. |
Result
The Project record is validated and saved when all required information is complete.
Related pages
- Add New User — Overview
- Getting Started with Add New User
- Add New User — Learning Path
- Call
- Tasks
- Payments
- Direct Order
- RFQ
- Direct Order
- Process
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