Opening a Location

Modified on Tue, 24 Feb at 8:13 AM

A location is created/existing location project is completed by setting Project Status to “Open” on the Project level. This is done by changing the Project Status and entering a Store Number, if applicable per below steps:

Step Action
1.

Click the General tab, navigate to the General pane and complete the following fields:

  • Store Number

  • Communicated Open Date

2. Click Save.
3.

Click the Milestones tab.

4.

Enter the Actual open date, then click Save.

A location record is created.

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