Page Comparison

Create a Project

Navigate to Main > Service Desk > Projects.

1. Click the button.

2. Change the Source if desired.
   

   

3. Enter the Project Manager.
   

   

4. Enter a brief description of the Project. This is not required but encouraged.
   

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5. Enter the Due Date. If it's not known, it can be entered later.
   

   

6. If known or needed; enter the Owner, Requestor, and Quoted Amount.
   

   

   
   These fields are not Required and can be added later or not at all. Don't forget, the Owner can also be a Department instead of a person (Contact). To make a Dept. Hierarchy, the Owner just toggle the selector and enter the Dept Hierarchy (or to perform a search).
   

   

7. Click the button.

At this point, a Project number has been generated in the upper left-hand corner of the screen that can be used to group together Orders. This process is the same regardless of what types of Orders are associate with this project.