Creating Projects

You can work with Projects using the Project Management > Projects section of the Desktop App or the Web App. The methods for creating Project records are the same as for the object records of any class. For details, see Adding records.

The following actions are available that create Project records:

• Project Plan - creates a new Project record initially broken down into Tasks.

• Project - creates a new Project record.

Related Information:

Adding records

Performing workflow actions

Related Information for Administrators:

Workflow Management