To create a project, go to the project list and click on the Create Project button. You will then be guided through five steps:
General information :
This section contains the following mandatory fields:
Company
Department
Project name
Client
Project type
Main language for the project
Estimated turnover
Site address: this must be entered as the site address in the client file in order to be selectable
In addition to these mandatory fields, this section includes many other non-mandatory fields, such as:
Delegated project manager
Internal reference
Client reference
Project description
Offer deadline
Estimated duration of the project
Class and many others, allowing you to enrich the project file according to your needs.
In-house team
Identify the members of your organisation involved in the project. They will receive a notification. A default configuration can be set for this section via this screen: Default configuration for internal users.
Although this field is not mandatory during creation, it must be completed if the project moves into the implementation phase.
It is possible to configure default internal teams based on the selected company and department.
To learn more about companies, please refer to the article on companies.
Partners
Indicate the partner companies with which you will be collaborating on this project. Partner roles can be customised in the settings via this screen: Project partner roles.
External team
Select individuals working within the partner companies mentioned. The roles of external team members can also be edited via this screen: External member roles.
Number of decimal places
Define the number of decimal places to use for this project. The default values, configured in the settings, can be modified according to the project's requirements.
By following these steps, you ensure a complete and customised configuration of the project from the moment it is created.
⚠️ It is not possible to enter more than 3 decimal places. ⚠️