Add a project

Add a project when you want to track a customer engagement and, later, the supply points that belong to it.

Before you start

• You need the Projects: Create permission. Ask an administrator if you do not see the Add Project button.
• The customer must already exist as an active Company. See the Companies overview.

Steps

1. In the sidebar, open Projects and Sites and choose Projects.

2. Click Add Project. The Add Project dialog opens.

3. Under Company, type part of the company name.

4. Pick the company from the suggestions.

5. Enter the Project Name.

6. Optionally enter a Project Manager.

7. Open the Status list.

8. Choose a status.

9. Optionally set a Start Date.

10. Optionally set an End Date on or after the start date.

11. Optionally add a Project Description.

    Field	Required	What to enter
    Company	Yes	Start typing and pick an active company from the suggestions.
    Project Name	Yes	A name that no other project uses.
    Project Manager	No	A name, for example the person leading the project.
    Status	Yes	Planning, Active, Completed or Inactive.
    Start Date	No	A date.
    End Date	No	A date on or after the start date.
    Project Description	No	Free text.

12. Click Add Project.

Add a project1 / 14

1

1In the sidebar, open Projects and Sites.

2

2Choose Projects.

3

3Click Add Project.

4

4Under Company, type part of the company name.

5

5Pick the company from the suggestions.

6

6Enter the Project Name.

7

7Optionally enter a Project Manager.

8

8Open the Status list.

9

9Choose a status.

10

10Optionally set a Start Date.

11

11Optionally set an End Date on or after the start date.

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12Optionally add a Project Description.

13

13Click Add Project to save.

14A New project created message appears and the new project is first in the list.

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Watch this as a video (add a project)

Tip

Add Project stays disabled until the required fields are valid. Leaving a required field shows Company is required, Name is required or Status is required under it. If you close the dialog with unsaved changes, Omni asks Discard unsaved changes? Click Discard to close it or Cancel to keep editing.

What happens next

A New project created message appears, the dialog closes and the new project is added to the Projects list in its alphabetical place. Open it to assign supply points from its Supply Points tab.

If a project with the same name already exists, the Project Name field shows A project with name ‘[name]’ already exists. and the dialog stays open so you can change the name. Any other problem shows Couldn’t create project. Please try again. above the buttons.

Related

• Projects overview
• Edit a project
• Assign and unassign supply points
• Project fields and messages