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Click on + New Project from your Project Sheets:
Step I (Basic Project Information)
Fill in the basic information of your Project and select Next:
- Project Name
- Project Number
- Client
- Address
- Type
- Budget
You can also select the users with access to your new Project.
Step II (Specification Categories)
Select your Specific Project Categories:
Category Criteria:
OFF
ON
You can also load the same template of categories you have from existing projects by clicking here:
Click on Next:
Step III
- Select your Project Currency and Exchange rates; you can add or remove currencies after the project creation.
- Click on Create
- A pop-up from top will show-up confiriming the creation of the project,
Note: it may take up to 30 minutes for a project to be created, you will be notified when project creation is done.
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