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How to Create a Project

Feb 26 2026

How to Create a Project

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1. Go to Sales > Quotes > Projects
2. Click create new
3. Enter the customer the project is associated with. This can be an external customer or an internal customer.
4. Select the customer from the drop down menu and click create.
5. Enter information such as project name, project manager, costs, associated parts, etc.
6. Click update to save your work