Creating a Project

You can initiate a new job project from the corresponding Business Development (BD) record.


1. Access the relevant BD record 
2. click on the 3 dots and select "Create New Projct" option

3. Choose which information to carry forward from the BD Record to the search project as well as update the BD Status.

4. Click "View Search" to access the newly created project

Best Practices

- Review all information being carried forward from the BD record
- Verify all transferred data after project creation
- Access the new project immediately through the "View Search" option

Quick Access
After creation, use the "View Search" button to navigate directly to your new project workspace.