Adding a project-to-general object relationship

You must create an object before you can establish a project-to-general object relationship. Project-to-general object relationship is not included on the default Project dialog design

See Creating a general object.

  1. Open a project.
  2. Click Browse in the Project - General object Relation field.
    Only General object records associated to the Parent account are displayed in the Select Account/General object window.
  3. Select an object from the list and click Select.