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Operations Menu - Create Project

Use this function to create a Project from the Quotation. Ensure all changes to the Quotation have been saved and then select this function. A new Project will be created, containing Customer details from the Quotation. The Description of the Project will be taken from the Comment field on the 'Del' card of the Quotation.

The new Project will be opened in a window entitled 'Project: Inspect. This means that it has been created and saved, and is being opened for checking. After amendment if necessary, save it by clicking the [Save] button in the Button Bar and close it using the close box. Alternatively, if you no longer require the Project, select 'Delete' from the Record menu.

If a Project has already been created from the Quotation, selecting this function will cause the Project to be opened in a new window.