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Tip |
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While working on these exercises, utilize the Help feature in MetaField (located in the upper right corner) to answer any questions. |
Project Project Setup | ||||||
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1. | From Home, navigate to Project Administration > Project Setup > Clients 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. | From 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. | Click on the Contacts tab below the breadcrumbs at the top of the screen. | |||||
6. | Select Add Contact. Enter all required fields and click Save. | |||||
7. | Go back to the Project Setup screen. Navigate to the Projects page. | |||||
8. | Create a new project by selecting New Project. Associate the project with the client you created and enter all required fields and click Save. | |||||
9. | 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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