*Note: Must be logged in as a user with Quality Planner Producer Privileges
Click on New Project. A dialog will appear asking whether to start with a blank project or basing our new project off of an existing project. Select Blank Project and click Next. When the Project Information screen appears, enter your project information in the fields. Click Next when you’re ready. The next screen is the Part Information screen. Fill the information in fields and click Next. Next is the Customer information screen. You can pull customer information from the customer pool. You are able to add in Buyers, Customer Representatives, and Customer Part Numbers if they do not show in the drop down. Click Next. When the Supplier information screen appears, enter your own company’s information as the Supplier information. Click next when ready. The Core team screen appears next, click the Pool button to gain access to the Personnel pool. Highlight the desired named you want for your core team. When the Preference for Project Documents screen appears, select your Preferences. Once you click Next, You will have finished the creation!
Click the link below to watch a video which also goes step by step through the process of making a new Quality Planner Project.
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