Symbient Opta User Documentation
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Pay Bills
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Manage Companies Add Companies
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Manage My Company Add Employees Make Payments
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Create Buyer Personas Delete Buyer Personas Search Buyer Personas
Create Contacts Custom Fields Delete Contacts Search Contacts
Add Quotes to Customer Deals Create Customer Deals Delete Customer Deals Search Customer Deals
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Create Personal Notes
Log Time
Create and Manage To-Do Lists
Create Plans Add Items to a Plan Modify Items on Plans Delete Items from Plans
Create a Category Add Fields to a Category
Create Inventory
Create a Product or Service Update Custom Fields on a Product or Service Add Inventory to a Product
Create Defects Add Notes to Defects
Create Milestones Add Tasks to Milestones Add Notes to Milestones
Project Types
Create Projects Add Versions to Projects Add Tasks to Projects Add Attachments to Projects Manage Folders for Attachments Add Notes to Projects
Create Tasks Add Attachments to Tasks Add Notes to Tasks View Related Tasks View Related Defects
Create Whiteboards Add Drawings to Whiteboards

How to Create Projects

Prerequisites: Project Types
Customers
 Alternatives: None See Also: Add Tasks
Add Attachments
Add Notes



Projects can be used to manage and organize work efforts in your organization.



  1. Log into Symbient Opta and click on the menu options: Projects > Projects.

    You will now see a list of existing Projects.

  2. Click the Add button to navigate to the new Projects entry screen.
  3. When the new Projects entry screen opens, fill in all required information along with optional information and click Save.
    1. Required Fields
      1. Company - The company to which this project belongs
      2. Name - The name of the project
      3. Status - The status of the project (you can select from a predefined list of values)
    2. Optional Fields
      1. Customer - If the project is for a specific customer, this customer can be selected in this field
      2. Project Type - Select form a predefined list of project types
      3. Owner - An employee of your company that owns this project
      4. Start Date - The estimated Start Date of the project
      5. End Date - The actual End Date of the project
      6. Due Date - The date when this project is due
      7. Description - A more detailed description of the project
  4. Once you have successfully saved the Project, you can now continue adding Versions, Tasks, Attachments and Notes to the project
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