Creating a Project

Note:

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:

• The Opportunities and Projects tabs.
• A project itself (child project).
• A template. See Creating a Project from a Template.

To create a project:

1. Depending on where you are creating the project from, click Create Project or New Project.
2. Type 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 Save.