Selecting the Project ID
To select the ‘Project ID’ that the Transmittal will be created for, select the button, this will open the dialog below allowing you to select the required Project:
You may simply scroll through the available Projects or enter text in the search box at the top of the dialog to quickly locate a Project. Once the required Project has been selected, click the ‘Select’ button to select that Project for the Transmittal being created.
In addition to this you can also right-click on the selected Project and choose to ‘Add to Favourites’, which will add the selected Project to the list of ‘Favourites’ that can be quickly selected via the favourites button on the create Transmittal dialog. You can also choose to have the selected Project ‘Set as Default’, this would mean that the selected Project would always be pre-selected when the New Transmittal dialog is opened:
Once a Project has been added as a favourite it can be selected from the favourites listing directly on the ‘New Transmittal’ dialog: