Add a New Project Record

Use the Projects hub to create new project records. Each project record must have a unique identifier. If you have set up project defaults, values automatically populate some of the fields on the Projects hub form when you create a new project.

If possible duplicate records are detected during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To add a new project record:

1. From the desktop application Navigation menu, click Hubs > Projects.
2. Click New and select New Project to open a new project record.
3. Enter a unique identifier and specify the remaining project information on the tabs of the Projects hub form.
4. Click Save.