Add Project-Specific Data

One or more projects can be tracked under a single contract. Project-specific information can be managed from the ‘Project Menu’. To access the Project Menu:

While on the Contract Menu:

  1. Click on the ‘Contract & Project Details’ tab, then click on ‘Details’ next to the specific project.

While on the Contract Dashboard:

  1. Click on ‘Show Details’ in the Project column, then click on ‘Details’ next to the specific project.

  2. When viewing project details, click on the ‘9 dot’ menu in the upper left corner

  3. From the Project Menu, manage project-specific details.