14.40 How to Create a Project

Creating a project is a function of Project management within Tradepoint and can be done through the Work Center, through the Home Tab and through a Contact.
To create a Project from the Work Center simply click the Create Projects icon  and you will be directed to the main screen within a New Project.

To create a Project through the Home Tab click on the Projects icon from the Home Tab.

You will be directed to the main screen. In the lower left hand corner of the screen you will see an icon labeled New.  The small arrow to the side in the icon indicates a built in menu. Clicking the icon will open a menu for you to choose from the type of new Project you want to create. Below is a screen view of the menu.

New Project will create a blank Project for you to specify the details or if you have established any Templates for your Projects they will be listed like you see here. Choose a type of Project and the next screen that will open will be the Project you have chosen.

From a Contact (in this example it is Customers) click on the Projects icon  found in the Collaborative Section of the toolbar at the top of the window.

Clicking the Projects icon will open the window that will list any existing Projects with that particular contact. To start a New project from this section click the New Project icon.  The projects screen will open. From there click the New icon and enter in the details of your Project.

It is important to note that when you begin a new Project from a Contact that Project will automatically be associated with that contact.