Creating a New Project

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Navigation: TeamConnect User Interface > Enterprise User Help > Projects

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You can create a new project by entering data into a blank project record or using a wizard.

To create a project

1.Click the All tab, and then select the type of project that you want to create, such as Insurance Cases.

All Drop-Down List

You can access projects on the All tab, but your system administrator may have also provided a customized way for you to access projects, such as a portal pane on your home page.

All Drop-Down List

2.On the project list page, click the New drop-down and select an option.

Creating a New Project

3.Complete the fields, depending on the option you selected:

oIf you select a wizard, denoted by the icon_wizard icon, the wizard opens. When the wizard opens, complete the required fields on each page, and then click Next to progress to the end of the wizard. When you click Finish at the end of the wizard, the record is available in the appropriate list view and collection.

oIf you do not select a wizard, the project record opens to its General page. Enter the appropriate data in the available sections and select a save option. See General page field descriptions for more information.

Projects General Page

Project General Page Field Descriptions

The tables below contain the default fields for projects. The fields that you see may vary based on your system settings and assigned rights. Field descriptions are listed in alphabetical order and may display in a different order in the application.

General Information Field Descriptions

Field (* = required)	Description
Closed On	Date and time when the record was closed. This information only displays when the phase is changed to Close. See Changing Project Phases.
Current Phase	The current phase of the project.
*Name	The name of this project. If you see (Auto) displayed in the Name field, projects of this type are named automatically. Note: If one of the fields used in the automatic naming sequence is changed, the name of the project may change. For example, if the Contact field is used for naming projects and you select a different contact, the project name will change when you save the record. If you do NOT see (Auto) displayed in the Name field, type a descriptive name according to your organization's standards.
Project ID	The number assigned to this project. If you see (Auto) displayed in the Number field, projects of this type are numbered automatically. If you do NOT see (Auto) displayed in the Number field, type a number according to your organization's standards. Note: After you save the record, you may not be able to change this number.
Opened On	Date and time that the record is opened. These values are set automatically when the project record is created.
Parent Project	If applicable, this is the project that you want to set as a parent for this record. Click the search icon to locate the appropriate project. Note: This field is available only for those projects that can have other projects as parents. In Read-only mode, this field is displayed as a hyperlink to the selected project.

Access Information Field Descriptions

Field Name	Description
Created By	The name of the user who created this project. To view the associated contact record, click the link in this field.
Created On	The date and time that the project was added to TeamConnect.
Modified By	The name of the user who last modified the project. To view the associated contact record, click the link in this field.
Modified On	The date on which the project was last modified.

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