1. On the left side menu, click on Projects and click on the Add button in the upper right hand side.
2. On the new page, enter your Projects information.
Client: Select your Client from the list or enter your Clients name and if not already in Design Manager you will have the option to create the Client
Project code: Automatically assigned, can be edited when creating a Project
Opened: Automatically assigned today's date, can be edited
Name: Name of Project, for example, Hickory Lane Residence
Client Order #: Optional
Site Address: Can enter site/Project address different from Client billing address
Shipping: Can select ship to site or select a warehouse/receiver in list
3. When complete, click save on upper right hand side.