Depending on the features you have enabled, you can create new records for projects.
- Read Customers for information about entering a new customer record.
- Read Creating a Basic Project Record for information if you have enabled the Projects feature but not enabled the Project Management feature.
- Read Creating a Project Record for information if you have enabled the Project Management feature.
With both Projects and Project Management, after you have created project records, you can access any related transactions from the Related Records subtab.
Depending on the features you have enabled, you may be able to create some of the following related transactions and records from your new project or customer record.
- Case
- Opportunity
- Event
- Resource Allocation
- Contact
- Time Entry
- Estimate
- Sales Order
- Subcustomer
- Phone Call
- Invoice