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.
Portfolio
Click on the Portfolio Navigation Module.
|
Projects
Click on the Projects Button in the Lists Folder.
|
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.
|
Add
Click to add a new project. Once clicked, you will be directed to a project entry screen.
|