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To create a project from orders submitted via the classic order form, you will need to perform the following steps:
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Once these steps have been completed, you will need to create a project for the order, configure it, generate quotes, send proposals to suppliers, etc. Information on these steps for each type of project can be found below:
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Access & View the Order
An order entered via the classic order form will automatically arrive on the platform and be viewable by the project manager when logged in. The status for a new order will be set to "Request" by default. Orders may be viewed on the Dashboard when viewing the Home Page.
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