Creating A New Contract/Project

Setting Up A New Project Within Your Customer Environment

Upon the main Assets page, to the left of the default contract, click on the green plus icon
Select the 'Contract' tab and enter the Contract Name and Contract Number for your contract/project

Click Save
A notification is displayed, informing you that creation was successful

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Before anyone can use the new Contract at least one user group needs to be added
See User Group Management
Assigned users will then be able to access the new contract

Updated about 2 months ago

What’s Next

Switching Between Contracts