Creating a Project

Creating a Project

This tutorial will show you how to create a new project for any contact in your Address book.

After you have created a project for your contact, you will then be able to see and manage all of your current KNX projects with the List or Card View under Project Management.

You will also be able to prioritize all of your KNX projects to quickly evaluate and prioritize what task needs to be completed next — by assigning color coded tags to your projects.

1. Add a new project

On the left-side menu, click Project Management. 

Then click the Create Project button.

2. Fill in project details

Enter all relevant information into the fields, e.g. a project name, start and end dates.

3. Add a customer contact

Choose an existing Contact from the drop down list. The contacts details will automatically be filled in the fields.

[NOTE: Visit our support article on Creating a Contact for further instructions on adding new customers]

4. Set project status

Select a Status to move your project to a certain category (e.g. PriorityNormalAccepted, New, etc.).

5. Choose a group address profile

Choose a Group Address Profile from the drop-down menu.

6. Save the project

Click Save once you are done OR click Save and Continue to add another project.




Click the link below to schedule a free live video appointment where we will show you how to setup and customize the KNX TOOL for your current projects.


Previous Article

A First Look

Next Article

Add Devices