User Guide › Projects Management
Projects Management is the workspace for viewing and working with project records throughout their lifecycle. It is primarily used by Project managers, with supporting information relevant to Sales representatives, Purchasing officers, Warehouse managers, and Finance officers.
Your first session
Start by opening a project record and reviewing the information already recorded for the project.
- Open Projects Management.
- Open the project record you need to review.
- Review the project information shown in the record.
What success looks like
The selected project record opens and displays its current project information.
Next steps
Continue in the relevant project record, or see the Projects Management Overview for an introduction to the area.
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