Creating a new project using Microsoft Project Client

  1. Open the Microsoft Project Client.
  2. From the menu select SyteLine > SyteLine Project Information.
    If the SyteLine menu is not available, see the installation and setup section of this guide.
  3. Select the ‘Project In SyteLine’ check box.
  4. Specify a project name.
  5. Select a customer and ship to.
  6. Select a type.
  7. Select the status.
  8. Select a product code.
  9. Change the current date, start date, and end date if needed.
  10. Click Sync Out, and then click Yes for the warning message. A new project has been created in SyteLine and returns the next project number on the project column.
  11. To verify that the new project is in SyteLine, open the Projects form in SyteLine and filter for the project number returned to the above column.