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01. Create Project

 

Step 1: Click on Home from the left navigation bar.
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Step 2: Click on create new button.
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Step 3: Project Create Screen is displayed.
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Step 4: Select the integration dropdowns. The integration dropdowns display the integrations created by the admins.
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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.
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Step 6: Once all the fields are filled up, we can test the connection by clicking on test button.
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Step 7: After all the fields are filled with data and click on save.
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