Portfolio Manager

You can add or edit project details.

To open the Project form

• In the Portfolio Manager, click on the row of the project.

—Or—

On the View menu, click Project Details, and then click .

You can update the following information:

• Project Number: The project number, which is made up of the Prefix, Sequence, and Suffix.
• Prefix: The prefix for the project number.
• Sequence: The next sequence, which is displayed by default and can be modified.
• Suffix: The suffix for the project number.
• Closed: Select this check box to indicate that the project is closed.

The Project form contains the following tabs:

• General: Add general project information such as project number, description, and contact information.
• Miscellaneous: Add miscellaneous project information such as the type of contract and the type of construction.
• Project Details: Add legal information about the project.
• Extra Fields: Add the user-defined project properties (text and number fields).
• Contacts: View and edit details of companies and contacts associated with the project.
• Links: Add record links to the project.