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Adding a Project Space

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Clicking Add Project Space on the Project Spaces screen allows you to add additional Project Spaces to CRM3® using the Add Project dialog, shown in the following illustration. Follow the steps below to add a new Project Space to the system.

  1. Enter a name for the new Project Space in the Name text field.
  2. Enter a description for the new Project Space in the Description text field.
  3. Click OK to save the new Project Space to the system. It will now be available for selection from the Project Space list within the Project Spaces screen.
  4. Click Cancel to close the Add Project dialog without adding a new Project Space.

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