Create Project

First mark the client in the project tree for whom you want to create the project. Then open the context menu with the right mouse button and select the entry New… or click on in the menu.


The dialogue Project numbering will be opened. Select the number range that is used for the automatic assignment of the project number.

The new project is inserted below the client in the project tree. On the tab Projects general information about the project is stored and displayed.

Feld	Description
Project no.	This number is obtained using the automatic project numbering Specified by the program when creating the project and can be changed manually at this point.
designation	Enter a unique name for the project.
Info	In this field you enter further important information about the project. In info or text fields you are entitled to Editor with which you can change fonts and sizes. Furthermore, texts can be loaded from files and saved in BUSINESS created texts can be saved as files.
Manage objects	Activate the option to create and manage objects for the project. If the option is not activated , the hierarchy level does not apply Object.
Salutation, name, address	The client's data are automatically adopted. By clicking the data with the address data of the client in Address manager compared and updated if necessary.
Contact Person	By clicking Open a list of all the contacts that you have entered for the customer in the address manager. Select the contact person you want.
Feature	The name and position of the contact person are automatically added to the address of the client. The name of the contact person is transferred to the 1st line and can be changed if necessary. The name entered here is printed in the address field of project letters. The position of the contact person is transferred to the 2nd line. It is for information only and will not be printed.
Phone	The telephone number assigned to the selected contact person in Address manager is deposited. By clicking pass out BUSINESS out the phone or cell phone number directly to the Telephony.
Fax	The fax number assigned to the selected contact person in Address manager is deposited.
e-mail	The e-mail address assigned to the selected contact person in Address manager is deposited. By clicking a new e-mail is created with your standard e-mail program. The e-mail address entered here will be transferred to the new e-mail. Emails sent this way will not be included in the DATAflor Building file taken over.

In addition to the project address that you specify in the project data, you can add further project addresses to a project. This is then available as the 1st and 2nd address for LV printouts.

Select the project in the project tree and click on in the menu or open the context menu with the right mouse button and select the entry New… Then select the entry in the dialog new project address and confirm with [OK].


The new project address is displayed in the project tree below the project. Enter the details for the new project address as in the project data.


Furthermore, the project address is in the print menu of the LV printouts and for Print invoice / credit note available for selection as 1st and 2nd address.

Create object
Create LV