PSA L&P - Projects: How to set up Projects

How to set up Projects

In SetupProject Groups use Quick Find to determine if a group already exists or if you need to add a new project group. 

If you need to add a New group click on New Record. Fill in the new group Description, Project Group Code, and submit. 

Once you have a group code go to SetupProjectsNew Record to add a new project. 


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