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Click the menu item and the New Project Information Window will open up, blank for you to fill out. The required fields are marked with an asterisk "*".
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The salesperson grid will automatically fill out with the Primary Salesperson set on the currently open Company Location at the credit set for each on the company location. If no salesperson(s) are set as Primary, and you are a salesperson, when you click the save button your name will appear in the Salesperson grid at 100 % credit. It is best to set the primary salesperson on the company, as e-manage will always use the primary and it will prevent internal users from misidentifying the customers' salesperson.
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