24.2.3. Creating Projects

Projects are created within the accounts that are either made within OfficeClip Projects application or Contact Manager Application. The administrator can allocate users to various projects of an account.

  1. A Project List page is displayed when you click on Projects.

  2. An account can be chosen from the Select an Account drop down list, which will list all the projects for that account.

  3. Click on the New Project button to create a project within the selected Account.

  4. Enter the detailed project information as needed; fields marked with an asterisk * are required, so the project must be given a Name and a Screen Name (the Name can be abbreviated for entry screens).

  5. Click Save when finished or press Cancel to exit without creating a new project.

See Also:

Accessing Projects

Creating Accounts

Modifying Account Lists

Modifying a Project

Importing and Exporting Projects

Shared Items