DRAFT - Projects

Project Configuration

• One Main Project

  • For Example:

    • Hickorywood Farms Subdivision 10 House Fences

• Add Related Lists:

  • Sales Orders

  • Purchase Orders

  • Sales Invoices

  • Purchase Invoices

• Add Chatter Tab

• GoldFinch to Import Project Tasks

  • Lists of Project Tasks can be found here: Project Tasks

Project Process

GoldFinch Projects will be created from data from the Salesforce Opportunity

• See Help Documentation Here: Project