All these fields work through permissions, which are configured at the client and product level. The clients shown are usually the clients which you are responsible for. These configurations are done by a system administrator. If a client or product is not on the list, you must check with the system administrator.
- When choosing the client for whom you want to create the project, the user responsible for this client will be automtically added to the project's team.
- You will also have to select the "Project Type". When choosing this field, the system might automatically create jobs for you based on a pre-configured template. You will be able to see these jobs at the bottom of the project's page. You will, nevertheless, be able to add new jobs or delete those that are not needed.
- The field "investment" is merely an informative field, where you can place the budget that the client has available for this project.
Hey! Remember that all the yellow fields are mandatory.
All these fields work through permissions, which are configured at the client and product level. The clients shown are usually the clients which you are responsible for. These configurations are done by a system administrator. If a client or product is not on the list, you must check with the system administrator.
- When choosing the client for whom you want to create the project, the user responsible for this client will be automtically added to the project's team.
- You will also have to select the "Project Type". When choosing this field, the system might automatically create jobs for you based on a pre-configured template. You will be able to see these jobs at the bottom of the project's page. You will, nevertheless, be able to add new jobs or delete those that are not needed.
Hey! Remember that all the yellow fields are mandatory.
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