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Adding a Project

Learn how to add a project

Bobbie Combs avatar
Written by Bobbie Combs
Updated over 10 months ago

1. On the left side menu, click on Projects and click on the Add button in the upper right hand side.

Click the Add button to add a new Project


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.

Click Save to add the new project
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