Creating a New Project

How to create a new project in Texada iMACS.

Before You Start

The customer must already have an existing customer number in DBS. You must also know the billing currency, deposit before delivery, credit release #, date that the credit was approved, and who it was approved by.

To create a new project, choose New Project from the Project menu.

Project Information

If Generate number is checked, a project # will be generated when the project information is saved. The project number will be 6 digits long. The first 2 digits are the last 2 digits of the current year. The next 4 digits are an incremental number that resets at the beginning of each year.

If “Generate Number” is unchecked, a project number can be manually entered.

Customer Contacts

The Customer Contacts tab is a list of all customer contacts for the project. The Commercial, Drawing, and Technical Contacts are chosen from the customer contacts list.

Project Team

Project Leader, Sales Rep, and PSSR are chosen from a list of company employees that exist in iMACS.