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- When you first access Projects, you will be taken to a screen that contains your recently viewed Projects.
- This screen also allows you to search for other Projects you may be interested in.
- Clicking on View the edit icon will open the project record.
- Selecting New Project will open the screen to add a new project record.
- Selecting Upload Projects will open the project import screen.
Adding a New Project
If you need to add a new project, click the New Project button from the Project Search screen. Complete all required fields and select Save.
Field | Description | ||
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Project Number |
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Project Name |
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Address Address 2 |
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City |
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State |
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Postal Code |
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Comments |
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Project Manager |
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Client Project Number |
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Client |
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Owner |
| Status |
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Info | ||
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Each project record has an optional field called External Id. For customers using MetaField in a hybrid model - using both Project Setup and an external ERP system - this field contains the id of the project in the ERP system. If the record is imported from your ERP system through the adapter you should do nothing with this field. If you are manually entering the project record either through the UI or an upload you should include the id of the project in the ERP system so that the adapter will associate the records in both systems. |
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