How to Add Projects

Path: Transactions > Projects > Records / Identity

1. Click Add on the WebTMA toolbar.
2. Type the Project # if your organization does not use auto-numbering for projects.
3. Enter the Name of the project.
4. Accept the Date Requested (default is the current system date) or change if desired.
5. Type or select the Type.
6. Click the Repair Centers Tab and select affiliated repair centers.
7. Click Save on the WebTMA Toolbar to save the project record.

The fields mentioned in this topic include only the default required fields. The topic Project Elective Fields defines other fields.

For basic projects, start creating work orders as soon as you save the project. Remember to specify the work order type as a Project on the new work orders.

Advanced projects use other Tabs on the Project window, such as Costs & Budgeting or Tasks & Resources.