2. Adding and Editing a Potential Project

Adding a Potential Project

This lesson explains how to add a new potential project into your pipeline.

To add a potential project, click into the Pipeline tab.

Click the New button and you will be taken to the Add Your New Potential Project page.

NOTE: You may see the New Potential pop-out below if you have Project Extensions enabled in your instance. If so, select Project if it’s a new project in its own right, or select Project Extension if it’s an extension of an existing project and select the existing project that you wish to create an extension for.

Complete the Add Your New Project form. Speak to your CMAP administrator if you are unclear on how to complete the fields (NOTE: every instance of CMAP is unique, so this guide cannot explain this for you)

NOTE: If there are additional fields you would like to capture to enhance your reporting capabilities, you can add them as a Custom Field using Pages, under the Content sub-category in the Admin tab.

Once you’ve completed the form, click Save and your project will be assigned the next project number and added to the pipeline.

NOTE: If you have Manual Project Numbering enabled, CMAP won’t give it a new project number. Instead, you will be required to type in a project code.

NOTE: At present the Project Value will be zero, that’s because no job costing has yet taken place. Please see Building a Fee Estimate to learn how to quote for your project.

 

Editing a Potential Project

To edit your potential project, navigate to the project’s Project Details page.

Click on Actions, then click Edit.

You will be taken to the edit page, which is identical in layout to the Add Your New Project page.

Make the necessary changes and click Save.