In Winner, every design, plan and quote begins with creating a new Project. A project holds all information, drawings and documents for the customer. For a step by step guide to starting a new project, see Design: Preparing a Project Winner (legacy) or Design: Preparing a Project in Winner Flex
To create a new project:
- When Winner launches, in the Project List window, click the New button.
OR - At Project level, click the New project icon:
Note: Users can also select Project > New or press F4 on the keyboard.
Then, in the Project properties window:
- Enter the customer's information, or click the Search button to select an existing customer.
Note: When creating a new customer, the minimum requirement is a First name or Surname. - Click OK.
- In the VAT settings dialogue box, choose a setting and click OK.
- In the New milieu dialogue box, click the drop-down box to select a type of milieu. Click OK.
- In the New alternative dialogue box, enter a name for the design and click OK.
A new project has now been created. For a step by step on how to proceed, see Design: Creating a Design.
Both project information and customer details can be edited later. For more information, see Project info and Registering a customer.
Note for Flex users: You can also set up a new project on the Flex platform see article Winner Flex: Projects for more information.
Related articles
Design: Preparing a Project Winner (legacy)