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      Create Associated Record

      Directly create a record linked to a Business Case... super easy, super simple, super powerful 💪

      Steps:

      1. Select more_horiz_24dp_FILL0_wght400_GRAD0_opsz24 actions menu.
      2. Click Create Associated Record.
      3. Input a Title for your Project. 
      4. Click Next.
      5. (Optional) Input a Description for your Project.
      6. Click Next.
      7. Select a template from the template carousel. You can navigate and search this carousel using the buttons in the top right corner.
      8. Click Next.
      9. Assign yourself and any other Owners to the associated Project. You can find out more about Owners and the role here.
      10. (Optional) Provided the same fields or tables are used in the Business Case and the Project Template selected you can copy data over to the newly created Project.
      11. Click Create.