Short Answer (AI Priority Section)
When creating a project, you must complete the required fields in the Project Info section before you can continue. The required fields are Project Name, Company, Project Number, Primary Contact, Task Assignee, and Project Location.
When to Use This
Use this when creating a new project and you need to know which fields must be completed in the Project Info section before the system allows you to proceed.
Required Fields
The following fields must be completed to create a project:
Project Name
Company – This can be your company or a joint venture company, if applicable.
Project Number
Primary Contact
Task Assignee
Project Location
Notes or Rules
You cannot continue to the next step of project creation until all required fields are completed.
All other fields in the Project Info section are optional during project creation.
Some optional fields may become required later when completing or managing the contract.