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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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