# List

_Applications › Projects Management › List_

![List](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0f28a4207628955661e446a1c8a79cd9.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A42.86%2C%22y%22%3A26.75%2C%22w%22%3A7.31%2C%22h%22%3A4.54%2C%22label%22%3A%226%20%20Don%27t%20Save%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A6%2C%22x%22%3A46.52%2C%22y%22%3A29.02%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A49.82%2C%22y%22%3A26.75%2C%22w%22%3A7.31%2C%22h%22%3A4.54%2C%22label%22%3A%228%20%20Save%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A8%2C%22x%22%3A53.48%2C%22y%22%3A29.02%7D%5D%7D)
*List*

![Don't Save](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e1afaf80822ea3ca1ce40e66c0998c33.png)

![Save](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a9f3cfbb79c8a8a763ab6b39d449bbe6.png)

## Overview

Use the List form in Projects Management to record and maintain project-related inquiries, including the client, vendor, job details, commercial dates, and estimated value. Sales representatives and project managers use this record when they need a central entry for an inquiry before progressing related work through lead or inquiry actions. Complete the available information carefully so that the job can be identified by its title, file number, and commercial references.

## Workflow

1. Open the List form in Projects Management and review the record before making changes. Use **Dashboard**, **Reports**, **My Desk**, **Sales**, **PM**, **Purchasing**, **Warehouse**, **Finance**, **Tasks**, **Activities**, **Data**, or **Inquiries** as needed to move to the relevant application area.

2. Enter the job and responsibility details. Complete **Status**, **Branch**, **Salesperson Responsible**, **Product Type**, and **Job Title** to identify the work and its responsible sales person.

3. Add the parties involved in the opportunity. Enter **End User**, **Client**, **Vendor**, and **Contact to Decision Makers** as applicable. Use **Select** when you need to choose a value from the available records, then confirm the selection with **Ok**.

   ![List](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/52a94db9248b5aee4b5f4c055a23f76d.png)
*List*

   > **Tip:** Use a clear, specific **Job Title** so that users can distinguish similar projects when reviewing inquiries and related records.

4. Record the commercial references and dates. Complete **Estimated Value**, **File Number**, **Expected Order Date**, **Client Inquiry Number**, **Inquiry Date**, **Bid Due Date**, and **Requested Offer Type**.

5. Decide how to continue with the record:
   - To keep the entry open for further editing, select **Save**.
   - To save the entry and leave the form, select **Save and Close**.
   - To work with the record as a potential sales opportunity, select **Lead**.
   - To work with the record as an inquiry, select **Inquiry**.
   - To associate supporting material with the record, select **Attach**.
   - To access related ticket activity, select **Tickets**.

6. If you decide not to retain your changes, select **Don't Save** or **Cancel**. If the record must be removed, select **Delete**.

   > **Warning:** Select **Delete** only when the List record is no longer required. Deleting removes the record rather than preserving it for later revision.

## Examples

A sales representative receives a client inquiry for a warehouse equipment project.

1. In the List form, enter **Job Title** as `North Hub Warehouse Equipment Upgrade`.
2. Set **Branch** to the branch handling the opportunity and select the responsible employee in **Salesperson Responsible**.
3. Enter the customer organization in **Client**, the project owner in **End User**, and the external supplier in **Vendor**.
4. Record `NW-2026-014` in **File Number** and `NH-ITQ-118` in **Client Inquiry Number**.
5. Enter the inquiry and bid dates in **Inquiry Date** and **Bid Due Date**, then enter the anticipated commercial amount in **Estimated Value**.
6. Add the appropriate **Requested Offer Type** and the relevant **Contact to Decision Makers**.
7. Select **Attach** to add the client inquiry document.
8. Select **Save**, then select **Inquiry** to continue working with the opportunity as an inquiry.

## Tips

> **Note:** Record both **Inquiry Date** and **Bid Due Date** when available so that the inquiry can be reviewed against its commercial deadline.

> **Tip:** Use **Save** when you expect to add more information immediately; use **Save and Close** when the record is complete for the current session.

## Troubleshooting

| Symptom | Likely cause | Fix |
|---|---|---|
| A selected party or responsibility value is not shown on the form. | The selection was not confirmed. | Select **Select**, choose the required value, and select **Ok**. |
| Changes are missing after leaving the form. | The record was closed or cancelled without saving. | Reopen the record, enter the information again, and select **Save** or **Save and Close**. |
| Supporting inquiry information is not available with the record. | The document was not associated with the List entry. | Select **Attach** and add the relevant supporting material. |

## Related pages

- [NewDirectOrder](doc:projects-management-edit-list-newdirectorder)
- [Buyout To Order](doc:projects-management-buyout-to-order-edit-record)
- [Projects Management — Learning Path](doc:workflows-projects-management)
- [List](doc:projects-management-buyout-to-order-list-view-record)
- [NewInstantJob](doc:projects-management-edit-list-newinstantjob)
- [Production Order](doc:projects-management-production-order-edit-record)
- [Shipping Order](doc:projects-management-shipping-order-edit-record)