Quick Create: Project

Question 1

Quick Create: Project : One thing here that I want to highlight to you is that we have this little cross referred to as Quick Create. If I click on this, I’ve got multiple things that I can create.

Answer 1

The great thing here is I have a project component and this is unique to Unit4 PSA. So if I click on this, I can quickly and easily create a project.

Question 2

Quick Create: Project: So here, I’m going to call it ProjectX

Answer 2

I can associate it to a company quite quickly and remember when we referred to those predefined work breakdown structures that we have in our solution?

They standardize and they templatize for those sub-verticals that we’re having a look at.

For example, if this was an IT consultancy firm, I’d use Surestep - Rapid. I need to assign it to a specific entity as well.

Question 3

Quick Create: Project: If you have multiple entities within your organization and you run multiple projects across those entities, we can manage that.

Answer 3

If you run a global organization, we can also manage multiple currencies as well