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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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To add a group (folder), click the Create Group button on the form toolbar. This opens the Projects (Create folder) dialog box. In the Description field, enter the description of this group (folder).
The "Projects (create folder)" form
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