When you have planned the types of project record required for your business, you are ready to start creating your project records and setting up their structures.
You can create a new project record from scratch, from a template or an existing project, or generate the project from a sales quote.
After you have created a new project record, you can set up its structure using project levels, group levels and project items.
What do you want to do?
Create a project from a sales order
Create a project from a quotation
Other tasks
Enter or amend project details
Overview
Reference