Creating move projects

A move project is associated to one or more move line item records that contain the details of the move. Depending on the applied project template, a move project includes more information, such as the planned start date and estimated costs. After you create the move project, you can schedule the project.

1. Select Space > Manage Moves.
2. From the Move Project Planner tab, in the Move Projects section, click Add.
3. Specify the name, service plan, work class, and other details of the move project.
4. In the Contacts tab, add the necessary contact roles or assign people to the contact roles.
   The move project must have exactly one contact role of Manager. To view your own assigned move projects, you must be assigned with a contact role such as Manager or Move Planner.
5. In the Scope tab, optionally add or find and select the move line items that you want to assign to the project.
6. In the Schedule tab, add or find and select the move work tasks that you want to add to the project. You can use the Gantt scheduler in the Project Tasks Gantt section or the Project Tasks section to add tasks.
7. Create the draft.
8. In the new move project, select More > Apply Template to apply the predefined move project template.