Project Instructions

1. Select the year and customer folder. If the customer is not there, right click, select Add>Folder, and enter the customer name.   

2. Add a new project, right-click the customer folder, and select Add > [Project].   

3. Enter the Project Name and Project Number. 

There are two naming conventions to be used for new projects.  Please select one of the links below depending on whether the project is in Salesforce or not.

4. The project navigation pane is on the left side of the screen. The project navigation pane identifies what module the user is in and where the user is at all times within the module. This navigation pane is in the [Project] module and [Home].  

5. Select the project type.   

6. Enter the start and end dates of the entire project, not just when Faith is on site.   

7. Change the Time Interval for the Duration, as needed, to show days, weeks, months, or 4-week months.  

8. Enter the Site Information. 

9. Right click the white space of the “Companies” panel. Select Add. 

Note: 

• Vendors must be added in the Project > Info module for Vendor Pricing to be available in the Extension. 

•  It is possible to add additional companies at any time.