There are a few ways to create a new project:
- Click 'Add new project in the menu. This option is available from any page.
- Click the 'New Project' button on the dashboard.
- Click the 'New Project' button in the Project List.
- Click the project icon (the sun) beside a customer's name in the Customer List. This will mean you have already identified the customer you wish to create the project for, so you can skip that step.
Then select the customer you wish to create the project for (or enter the details of a new customer).
Then select the starting point for your new project, and press 'Go'.
1. Open the 'New Project' wizard
- Click 'Projects' in the upper menu,
- then click 'Add New Project'.
You can see the corresponding button in the 'PVSALES' pane, as well as the same button accompanied by the '+New From Template' button in the 'Recent Projects' pane.
If you use this option, you will skip the next step (customer identification) as you have already identified the customer the project is for.
To open the list of recent customers on the dashboard:
- Click 'Dashboard' in the main menu,
- then click on the 'Recent Customers' tab.
2. Then identify the project's Customer and select the starting point for your project.
First Identify the Customer associated with the project
This can be done by entering the details of a new customer (image A), or by selecting a customer from your list of recent customers (image B).
Selecting the 'Recent Customer' option will present you with a list of your most recent customers. Select a customer you want to create a new project for.
You can quickly find the customer you want to create a new project (or a project variation) for in your list of recent customers (the 'Select recent customer' pane).
If your customer isn't showing up in this pane, type part of your customer's name into the 'Search for Customer' field and press enter.
3. Then select the starting point for your new project, and press 'Go'
A project can have as its staring point:
This option creates a new, fresh, blank project. You'll fill everything in from scratch. In this case, enter the title of your new project, then press 'Go'.
You can use a project template as a starting point for this new project. This is useful if you wish to pre-populate a project with your favourite values.
In this case, select the template from your list of templates. If the template you want to use isn't showing up in this pane, type part of your template's name into the search window and press enter, then select the template from the list of search results.
(Then press 'Go').
You can use a recent project as the starting point for your new project. This effectively creates a duplicate of your selected project, and assigns it to the customer you selected earlier. This is a useful way to create another 'option' for your customer, whether a different size, quality, or finance method.
In this case, select the recent project from the list. If the project you want to use isn't showing up in this pane, type part of your project's name into the search field and press enter, then select the project from the list of search results.
(Then press 'Go').
This saves you re-entering the customer's billing information and consumption profile.
Learn more: How do I add a new customer?
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