Create Project

Creating a project allows you to group related work orders within a project, manage budgets, and consolidate estimated and actual costs of work requests. To create a project:

1. Access the Project module by clicking the Project link at the top of the page.

2. Select the Create Project tab.

3. In the Project Name field, enter a name for the project.

4. Click the Property Select link to select the property where the project will take place.

   When the property is selected, additional fields appear, allowing you to further define the project.

5. In the Space/Floor fields, select a value to indicate that the project will be done on a particular space or floor.

6. In the Project Type field, select the type of project.

7. In the Project SubType field, select a subType value to further define the type of project.
8. In the Project Start/Finish fields, enter two date values to indicate when the project will start and when the project will end.
9. In the Status field, select a project status.
10. Click the Project Manager Select link to select the user who will manage the project.
11. In the Project Budget field, enter a numeric value indicating the estimated costs for the project.
12. In the Budget Year field, select a value indicating which year's budget the project costs will be assessed to.
13. In the Comments field, enter any additional information about the project.
14. Click OK.

The project is created and the Project Details page opens, allowing you to further define the project.