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Adding a New Project: Step 1

 
Although it is recommended that projects be copied from a "master project template", you do have the ability to create a project.
 
Adding a New Project: Step 1
 
1

Portfolio

Click on the Portfolio Navigation Module.
2

Projects

Click on the Projects Button in the Lists Folder.
3

Record #

Click on the blue Record number (ID) of the Project or Project Template you wish to copy. You also can double click on the selected line to open the record.
4

Add

Click to add a new project. Once clicked, you will be directed to a project entry screen.