Creating a Project

Create the basic record

• Click the Project Control tab 
• Click the Create IS Project button

Complete the main project details as follows: 

1. Set the Description to a useful description of the project 
2. Select the Client for the project 
3. Set the Client Contact or Add Client Contact 
4. Enter the Client PO Number if applicable
5. Set the Project Coordinator to the name of the person that will manage the overall project for you 
6. Set the Location to indicate where the project will be based 
7. Select the appropriate Project Type from your dropdown list 
8. Set the Contract Billing Type from the dropdown. This should default to Lump Sum/Fixed Fee but can be changed 
9. Set the Date Received to the date in which the request was received 
10. Select the Opportunity Source from the dropdown if applicable
11. Set the Target Start and Finish Date fields if required
12. Set the Primary Currency from the dropdown. This should default to GBP but can be changed
13. Set the Costing Display Layout to most appropriate layout

Underneath the main project details you’ll see a table with rows – one for each division within your business. 

• Select the divisions that apply to your project 
• Change the co-ordinator for the project if appropriate on the applicable divisions

Scroll to the top of the screen and click the blue tick to create the project for you. 

Review scopes and sub-activities

For each division selected above, a scope will be added against the divisions. The default scope that is created will be Scope 00.

1. You can rename this scope by clicking on the Code 
2. Additional Scopes can be added by clicking the Create Task button 
3. Sub-Activities can also be added to further break down the scope of work. This is done by clicking the Create Sub-Task button