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Before starting project creation, it may be necessary to create master records of the following types: 3.1.32.Project Roles and Types and 3.1.23.Project TypesRoles. However, all required master records of these and other types can also be created easily during the project creation process.
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- To add a project, click the Create button on the toolbar. To edit an existing project, double-click the line containing its name. Alternatively, select the line, right-click it, and choose Edit, or use the toolbar option: More actions > Edit→ Edit.
- For a selected project in the list, the Generate button enables the creation of the following document types:
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