Create projects and structures
When you have planned the types of project record required for your business, you are ready to start creating your project records and setting up their structures.
You can create a new project record from scratch, from a template or an existing project, or generate the project from a sales quote.
After you have created a new project record, you can set up its structure using project levels, group levels and project items.
What do you want to do?
Create a project from a sales order
Create a project from a quotation
Other tasks
Enter or amend project details
Overview
Reference