Project
Project modal form
Complete data in the Project modal form.
Projects store work areas, dates, responsible persons, and partners for analytical accounting.
Open the form from the : select Create, or select a record and choose Edit. Fields marked with an asterisk are required.
Form sections
The form combines general details and related tables where applicable.
Fields
| Field | Required | How to complete it |
|---|---|---|
| Title | Yes | Enter the field value. |
| ProjectGroup | No | Select a value from the available list. |
| Client | No | Select a value from the available list. |
| ResponsibleManager | No | Select a value from the available list. |
Validation and saving
Required fields in the verified form states include Title. Before saving, make sure every visible field marked with an asterisk is complete.
Select Save to remain in the form or Save and close to return to the previous page. Cancel closes the card without recording the current changes. The copy command creates a new card from the selected record; verify every field before saving it.
Related forms
- — search and manage records.
- — select a record in the context of another form.