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Creating a project

This is how to create a new project:

  1. Open the main window

    Project. Close the search window, if it is opened automatically when opening the main window.

  2. To create new dataset, click


  3. Fill in the fields as complete as possible (especially mandatory fields).

  4. Assign a project manager to the project by selecting him/her in the field Project mgr.

  5. Assign a business partner to the project by selecting him/her in the field Business partner.

  6. Save the new dataset by clicking


  7. If necessary, assign other datasets to the project, like documents for example. You should note the reason and other information to the project in an activity or as note.


The project number (Project no.) is automatically generated by the system.

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