Creating a New Project
1. Navigate to the Projects Tab 0:00
Locate the Projects tab in the left-hand navigation menu.
2. Access the Actions Menu 0:07
In the top right-hand corner, click on the Actions button.
A drop-down menu will appear with three options:
New Project
Import Projects
Export Projects
3. Select New Project 0:19
Choose the New Project option from the drop-down menu.
4. Enter Project Details 0:25
Fill in the project details, including:
Project name
Project number
Project address
Site information
Company sector
Company region
Single site or Multi-site
Project date range
Project finance email
Project support email
5. Configure Finance Settings 0:34
Navigate to the finance tab:
If you are billing as the parent business and using its address, leave the boxes ticked.
If not, untick the boxes to adjust billing settings.
6. FinaliSe Project Creation 1:00
Review all entered information and make any necessary notes.
If you are pleased that all the information is correct, select 'Save' and your new project has now been created.
Notes: The project name and number cannot be changed once the project has been created.