A page will come up where you can fill in general information about the project. Fill in the required fields: contact, project name and status.
We also recommend you fill in a project description and choose the language for your project. Use the list below as a reference if needed.
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Contact: Select the contact of your customer from the list. Add the contact to the Address book if it’s missing.
Poject: Enter the name of the project
Project Description (optional): The text which you are entering here will be printed in the Function Description of the project.
Address (optional): Enter the address of the project building.
E-mail (optional): E-mail address of the customer.
Phone (optional): Phone number of the customer.
Project Milestones (optional): Enter milestones for the project.
Date (optional): Enter the adding date of the project (default: today’s date).
Header (optional): Project header information.
Project Language (optional): Set the project language – the information of the devices in the project will be printed to the Function Description/Reports in this language.
Project Start Date (optional): Project starting date.
Project End Date (optional): Project ending date.
Notes from Customer (optional): Enter notes from the customer here.
Notes from Constructor (optional): Enter notes from the constructor here.
Status: Set the status for this project (Note: you can define you own Status categories at System / Project Settings / Project Status).
Description (optional): Enter an additional description for the project (for internal use).
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Tags: add project, new project, Project
