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Optional: Project Setup

Info
titleNOTE

You should not complete this section of the practice exercises if your installation of MetaField will include an adapter to your ERP system. This is only for customers who do not have an adapter and will be setting up project data in MetaField.

1.From Home, navigate to Project Administration > Project Setup > ClientsClients and Contacts.
2.Create a new client in the page. Enter all required fields and click Save.
3.Optional: Click on Upload Clients. Create a spreadsheet with names, addresses, and phone numbers. Save it as a CSV file and upload it.
4.Go back to the Project Setup screen. Navigate to the Contacts page. Create several contacts associated with the client you createdFrom the Client and Contacts screen search for one of the clients you just added and click the edit icon (pencil) to the left of the Client name.
5.Go back to the Project Setup screen. Navigate to the Projects page.
6.Create a new project in the page. Associate the project with the client you created and enter all required fields and click Save.
7.Optional: Click on Upload Project. Create a spreadsheet with project numbers, project names, addresses, project manager name, client name, and client address. Save it as a CSV file and upload it

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