Creating or Editing a Project

Creating

To create a new project, hover the mouse pointer over the plus sign  in left toolbar and select Project or right-click any project and select New from the shortcut menu. The project Edit Form will appear.

Enter the name of the client in the Client edit box. Vine will search the database to find this company. If the company does not exist, Vine will open the New Company dialog box so that you can create the company.

Set other project settings. For details, see the Project Fields section.

Editing

To edit an existing project, right-click it and select Edit from the shortcut menu.

If the project is open, you can double-click in its Project pane to open the project's edit form.