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Creating a Project

Your administrator can edit several field sets to modify the fields that appear on this page. See Field Sets for more information.

You can create a projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. from:

To create a project:

  1. Depending on where you are creating the project from, click Create Project or New Project.
  2. Enter a name for the project in the Project Name field. Use a unique identifier so you can easily distinguish it from others for the same customer account and opportunity, as well as parent and child projects.
  3. [Optional] To make a project available for selection as a template in the Create Project From Template UI, set the Template checkbox to true.
  4. Complete the remaining fields described in Project Fields.
  5. Click Create.

Related Concepts

Projects

Milestones

Project Planner

Project Hierarchies

Related Tasks

Deleting a Project

Creating a Milestone

Creating a Project from a Template

Creating a Change Request

Sharing a Project

Creating a Child Project

Viewing Project Variance

Reference

Create Project Fields

Create Project from Template Fields

Milestone Fields

Project Fields

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