As a project is based on a Phocas database, you need to have access to that Phocas database before you can create the project.
There is no such thing as project ownership, therefore, projects have no access restrictions. In other words, all Rebates users can access all the projects.
There are two ways to create a project in Rebates. You can either clone (copy) an existing project or create a new project from scratch.
Cloning a project is the simplest and quickest option, as you base the new project on one that is already in your list, taking advantage of existing rules and so on. Cloning also saves time if you need to duplicate a number of rules, which is useful in the following situations:
To create a ‘backup’ project before making changes to rules.
To create a ‘draft’ project to experiment with different scenarios, such as calculating different commissions.
To roll all the rules within a project over to the next financial year, without having to recreate them all.
Clone a project
On the Projects page, select the project you want to clone by clicking the number to the left of its name, then click Clone.
Enter a name for the new project. Projects must have unique names. For example, append your name at the end of the original name.
(Optional) Change the validation period: Select the Alter Validation Period checkbox, then use one of these methods to set the period:
Select Increment and enter the number of months by which you want to change the period. For example, if the validation period for your project started on 1 July 2019, entering 12 would move the start date by 12 months to 1 July 2020.
Select Fixed Dates and select the period start date (mandatory) and end date (optional).
Click Clone. The new project is created and the dates you set will apply to all rules within that project.
Proceed to edit the project setup and add rules.
Create a new project from scratch
Use one of these methods to get started:
On the Projects page, click New.
Click the Phocas menu > Rebates > New project.
Enter a name (required) and description (optional) for the project.
Select a database to use for your rule calculations (the dropdown list displays all Phocas databases to which you have access).
Click Save.
Proceed to edit the project setup and add rules.