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Before you can start creating projects, you may need to create master records of the following types: Project Roles and Project Types. However, you can easily create all the necessary master records of these and other types when creating a project.

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The hierarchical list of projects includes all the projects available in the system. If you don't see a specific project, open another folder or use the Search field to locate the project by a string in its description or customer company name. You can change the list display settings to suit your particular needs. To learn more about the list display settings, see Working with the item list.

For a project selected in the list, you can click the Generate button to enable creating documents of the following types:

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