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Important

Projects are a container where multiple Services can be grouped together. Projects have their own set of fields such as budget information etc.

Users should first create a project, then attach services to the related project.

Creating a Project

Step 1

 

Click on COMMUNITY  Step 1 from the primary menu as indicated in the image below.

Images 

 

Step 2

Click on SEARCH PROJECTS above Step 2 from the primary menu as indicated in the image below


Step 3

Click on New indicated below 

Step 4

 Fill in the Project details 

Step 5

Fill in the Project Title 

Step 6

Fill in all other relevant project details and click on save to create the Project.

Step 7

.The Project title is added as indicated below 1. 

Additional tabs are available to fill in as indicated in 2 these are Services , Critical Dates band Project Audit.


Step 8

Click on Services tab to create a Service

 

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