How do I add a new project type?

Overview

Through project types you can organize different projects clearly as well as record their individual project phases and describe them in more detail.

Steps

Add a new project type

1. Open “Project Type” from the menu.
2. Add a new project type.
3. Optional: In the field Projekt-Nummerfolge (Project Sequence), pick a document sequence. To do so, enter part of the document sequence name and click on the matching result in the drop-down list.
4. Give the project type a Name.
5. Optional: Enter a Description.
6. Optional: In the text box Comment/Help, enter a useful comment about the project type.

Record project phases

1. Go to the record tab “Standard Phase” at the bottom of the page and click . An overlay window opens up.
2. Give the phase a Name.
3. Optional: Enter a Description into the text box provided.
4. Optional: In the text box Comment/Help, enter a useful comment about the project phase.
5. Optional: In the field Product, enter part of the name or number of the product (service, item) required to perform this phase and click on the matching result in the drop-down list.
6. Click “Done” to close the overlay window and add the phase to the list.

   Note 1: You can add more phases this way, if required.
   
   Note 2: In case of multiple phases you can specify their Sequence.

7. metasfresh saves the progress automatically.

Next Steps

• Create a new project.