You should always start your Project from your Install Location. Once the customer has been properly inputted you can then select New Project on the top “Actions” toolbar. You can also start a new project by searching for an existing Company or Contact Record (magnifying glass icon in lower left corner) and right clicking to select Actions > Start a New Project.
Always double check your "End User" to ensure you have the right install location set. If it needs to be adjusted you can use the Search > Drag & Drop function. Otherwise proceed to fill out all required fields and select Save. At this point you would want to make sure you have added a contact by selecting "Add a Quick Contact" on the left panel. Remember this window allows you to add new, search for ALL existing and/or drag and drop. Once complete click the Save button again (highlighted below).
If you started your project from a contact record, after you hit "Save" you will see the contact populate on the bottom portion of the Project Information.
At this point you can flip over to the "Other Project Information" tab to add "Team Members" and see additional Project Information activity if applicable.
Select Bill of Materials / Quotes from the Modules menu on the left-hand side to move forward with creating a Customer Quote.
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