To Create a Project Using a Form
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Select
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The Project form opens in the Content pane.
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Fill out the form as needed. All fields are required except Class.
Setting Description Project Code A unique number or code that identifies the project. The project number is either auto-generated based on a predefined mask, or it can be manually configured if there is no predefined mask or if you need to override the auto-generated number. To manually configure the project number, you can either enter a fixed value (for example, PRO-12345), or you can enter a mask (for example, PRO-#####) and then click the Auto Number icon to generate the next available project number. For example, if you enter PRO-##### as the mask and the highest project number in the community is PRO-00100, the next available project number would be PRO-00101.
Name The name for the project. Responsible Org. The organizational unit that is responsible for this project. Clicking the Lookup Organizations icon lets you search for then drag in the appropriate organization. This field is divided into two sections with the organizational code being listed first followed by the organization name. Class The class of the project. -
Click the Add icon in the action bar.
The project is created.