Project

A project is a temporary and unique undertaking with a specific set of goals, requirements, and constraints, typically defined by factors such as time, budget, and resources. Projects are distinct from ongoing, routine operations, as they have a defined beginning and end.

Creating Projects Manually

  1. In Projects tab, click on Add Project button
  2. In the Create Project view, fill in the project details
  3. Click Save.

Quick Create

You can enter basic details of the Project record through Quick create. This might be helpful if you are running out of time.

Steps to create Project records through Quick create

  1. Click (+) Icon on top right corner
  2. Click Project
  3. In the Create Project view, fill in the project details
  4. Click Save.

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