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Portfolio: Introducing the Project Creation Assistant

Published: March 6, 2018


Introducing the new Project Creation Assistant! You can now create projects consistently and efficiently across your company. Configure the project toolbox, set up cost codes & cost types, add companies & people, and upload drawings & specifications in one continuous setup flow.


Now, when you click the Create Project button in the Company level Portfolio tool, the new Project Creation Assistant appears. To learn more, see Add a New Project



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