Create a customer project from a demand

Create a customer project from a demand record.

Before you begin

Role required: customer project manager (it_project_manager + sn_customerservice.projectmanager)

Procedure

1. Create a demand record by navigating to Demand > Demands > Create New.
2. Fill in the fields on the Demand form and click Save.
   For more information about the fields on this form, see Create a demand.
3. Open the demand record and click the Create Project related link.
4. In the Create Project pop-up window, select Customer Project in the Project class field.
5. Click OK.
   The system creates the project and displays the project number in an information message at the top of the Demand form. On the Customer Project form, the demand record is added to the Demands related list.