Selecting Clients for New Projects
You can select one or more clients for a new project. The client's fiscal year end must be entered on the Administrative tab in the client's profile before you can create a project for that client.
To select clients for a new project, do the following:
Select to create a new project.
- On the Client Selection tab, do one of the following:
Select a single client from the list. You can repeat this process multiple times to add clients individually.
Select multiple clients for the project. The clients you select must have the same fiscal year end.
- If needed, remove clients from the grid in the Clients selected section and click Remove.
- Enter the requested information on the Project Information tab, and then click Continue. to go to the New Project - Other Information window that allows you to set additional information before creating the project.