Adding a new project to a Main Roll-up

I started using the multi project portal. I will have new projects being added to the portal. How do I add new projects to the roll-up report?

Answers

  • Michelle Choate 2
    Michelle Choate 2 Community Champion

    If you are using the Construction and Facilities Management template set with the Multi Project Portal - there are written instructions for how to do exactly that. Found here: Construction and Facilities Management Start Up Guide. If this is not what you are using, feel free to grab some time on my calendar and we can walk thru what it is you are using and how to add a new project.

    Michelle Choate

    michelle.choate@outlook.com

    Always happy to walk through any project you need help with! Book time with me here: https://calendly.com/michelle-choate

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