Managing Projects

Creating a project

1. Open the project list page.
2. Click + New Project.
3. Complete the project form.
4. Click Submit to save it.

Form fields

Field	Description	Requirement
Project Name	Project name.	Required.
Project Code	Project code.	Optional.
Status	Project status from Master Data.	Optional.
Amount	Project value excluding VAT.	Optional.
Location	Project location.	Optional.
Project Manager	The person responsible for the project.	Optional.
Project Type	Project type from Master Data.	Optional.
Customer	The customer that provides the project.	Optional.
Start Date	Project start date.	Optional.
End Date	Project end date.	Optional.
Project Initial	Project abbreviation.	Optional.
Project Layer	Determines whether the project structure uses work orders.	Optional.

Editing a project

1. On the project list page, click the icon for the project you want to edit.
2. Click Edit to open the edit form.
3. Update the required information.
4. Click Submit to save the changes.

Deleting a project

1. On the project list page, click the icon for the project you want to delete.
2. Click Delete to display the confirmation dialog.
3. Click OK to delete the project.

caution

Check the selected project before confirming its deletion.