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

   

   New.

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

   

   Save.

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.

Hinweis

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