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01. Create Project

 

Step 1: Click on Home from the left navigation bar.

 

Step 2: Click on create new button.

 

Step 3: Project Create Screen is displayed.

 

Step 4: Select the integration dropdowns. The integration dropdowns display the integrations created by the admins.

 

Step 5: Once the integration dropdowns are selected. The fields related to the selected integration will be displayed. Ex: In below image SharePoint and Procore integrations are selected so its related SharePoint and Procore fields are displayed.

 

Step 6: Once all the fields are filled up, we can test the connection by clicking on test button.

 

Step 7: After all the fields are filled with data and click on save.

Next 02. View Project