Add a Project
1- From the Main Menu, go to Projects > List All > Add
2- Enter an ID, Title and Organization for the new project (required)
3- Enter any other relevant information for the new project
4- Click “Save”
The message “Project successfully added” will display upon completion.
NOTE: There are several aspects to a Project record that can only be added or maintained after the Project has been added, including Project Members, Email Distribution Lists, etc. Please see the Edit a Project section below for more information.