The project record stores all the information about a project you need to track and manage, such as project status, type, start and end date, contact information, as well as any notes and actions you want to associate with the project.
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Using Project Management, you can create project records to track projects and tasks you need to complete. Project records can capture basic information ...
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Creating a Project Record · Go to the Customer record. · Select Sales, then Projects, then New Project. · Enter a Name for the project. · Select the Status of ...
Mar 1, 2021 · "Project Record Documents", when done carefully and accurately, will assist the Owner in routine maintenance and future remodeling or additions.
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Nov 20, 2023 · Hi,. Gone to work on some older logic projects today and everytime I go to record something it's printed late on the timeline.
To create a basic project record: Go to Lists > Relationships > Customers and click View next to the customer this project pertains to. icon, select Project.
