Add Projects

From the Projects list page, select Add.

Enter the General information about the project.

• Project ID - Enter the identification number for the project.

• Description - Enter the name of the project.

• Project Type - Select the project type from the drop-down menu.

• Project Status - Select the project status from the drop-down menu.

• Project Start and End date - Enter the project start and end dates. You can use the calendar to select the dates.

Select Prevent data entry for this project to lock the project from any data entry. You can also prevent posting after a future date by selecting Prevent posting after and entering a date. When selected, a notification appears at the top of the project record with this information.

Next enter the Primary report categories fields. These project fields do not appear if they are set to"Hidden" in Configuration.

Next enter the Account restrictions fields. By adding restrictions, you have more control over what accounts can or cannot be used with this project. For example, you can restrict or allow use of all or a select group of accounts for the project. If you have previously set up account restrictions that you would like to use again, you can save time by copying those restrictions from another project.

To add Contacts to this project, select Add contact. For more information about contacts, see Contacts.

To add Custom fields to this project, select Add custom field. Use custom fields to add additional information to the project, and to further filter projects when you search. For information on how to add custom fields, see Custom Fields.

Under Attachments, you can add attachments to the project by moving a file into the Drag a file here box or by browsing to the file. You can also link to a file online — such as a picture, blog post, or YouTube video — or in a cloud storage account. For more information, see Attachments.

Select Save.