Project Creation

It looks like you're providing steps to create a project in ERPNext. Here’s a clearer set of instructions:

1. Access the Project Module:

 - In the left panel, locate and select "Project."

2. Create a New Project:

 - In the Project module, click on the "Project" menu.

3. Add a New Project:

 - Click on the button to create a new project.

4. Fill in Project Details:

 - Enter the necessary information for your project, such as the project name, description, start date, and any other relevant fields.

5. Save the Project:

 - After filling in the details, click to create your project.

Additional Options while creating a Project

1.  Project Name :

The recommended formats are:

1. For internal projects: TBA-[Project]
2. For external projects: [Abbr of customer name]-[Project]
3. For department : TBA-[Department name] eg. TBA-DX

2. Expected Start Date:

If you have a time-line fixed for the project, you can define both expected Start Date and Expected End Date in the form.

3. Project Type:

You can classify your projects into different types, e.g., Internal or External.

4. Priority:

You can select the priority level of the Project based on how crucial it is. You can also add more priority levels.

5. Department:

If the project belongs to, or is owned by a Department in the organization, you can add that here.

6. Is Active:

A Yes/No tab, which lets you change the active status of the project at any later stage.

** Please note that projects with Is Active = No will not be available in certain documents such as tasks, timesheets, and meeting records.

7. Completion Method :

You can track the % completion of your project based on one of the three methods, viz. **Manual, Task Completion, Task Progress and Task Weight.

8.Customer Detail:

Select the customer from the list.

9.Sales Order (Optional):

You can leave this blank because the sales order will be created from sales.

10.Default Cost Center:

Enter the cost center for the project.