Create New Project

This chapter describes how to create a new project.
To create a new project, proceed as follows:

Note

Copy Project
If you want to create a new project based on an existing project, we recommend that you use the Copy Project function. For more information about this function, see the section Copy project.

  1. Open the search (ALT+Q) and enter Project List.
  2. Click on the corresponding search result.
  3. The Project List page is displayed.
  4. To create a new project, click New in the menu bar.
  5. A new project card is displayed.
    Project Card
    Figure: Project Card
  6. Complete the following information on the project card:
Field Desccription
No. In this line, the system automatically assigns a number. The corresponding setup for the number series is described in the section Set Up Number Series for Projects.
Description In this field you can enter a description for the project.
Extended Description In this field you can enter an additional description for the project.
Sell-To Customer No. Enter the number of the customer in this field. The system completes the following information about the customer for the fields Sell-To Customer Name, Sell-To Customer Address, Sell-To Customer Post Code, Sell-To Customer City). The system will also suggest a contact in the Sell-To Contact No. field.
Sell-To Contact No. Check the contact suggested by the system. The system completes the following information about the contact under the Sell-To Contact field.
Total Project No. Specify the total project in this field.


Also provide the other information:

Field Description
Project Type Code Specify the project type in this field. Project types are used to group projects.
Contract Type Code Specify the contract type in this field. Contract types contain various setup features and are used to simplify the creation of new projects.
Status This field displays the status of the project. The status can be changed manually or automatically by the system. The following statuses are possible:
Planning,Opportunity, Quote, Order, Finished, Completed, Lost, Canceled, and On Hold.
Your Reference Enter your reference in this field.
External Document No. Specify the external document number in this field.
Person Responsible In this field, specify the person who is responsible for the project.
Person Responsible (com.) In this field, specify the person who has commercial responsibility for the project.

You have created the project