Adding Projects

To create a project:

  1. In the menu, click Projects > Project List . The Projects page displays, listing all existing projects and project baselines.
  2. Click New Project. The Project Settings page displays.
  3. Type a Project name and Description.
  4. Select the Project Owner.
  5. Optional: Enter Tags for your project. If you have many projects, project tags can help you filter them, using the Tags column on the Project List page.
  6. Optional: To create a project based on the Agile project template, choose Agile Project Template from the Project Template list box.
  7. To initialize the project as an Issue Manager project, click Initialize new project or Reuse existing project. For more information, see Initializing Projects as Issue Manager Projects.
  8. In the Shared Tests section, define whether the project is sharing tests or not. Select one of the following options:
    • No test sharing: This project neither shares tests with other projects nor consumes tests from other projects.
    • Sharing tests: This project is sharing tests that other projects can consume.
    • Consuming shared tests from: Select a project from which the edited project consumes shared tests.
  9. The Groups section includes lists of available and assigned groups. Assign the groups as required. Use Ctrl+Click or Shift+Click to select multiple groups. You can also import groups from an LDAP server by clicking Import LDAP Group. For detailed information, see Importing Groups from LDAP Servers. If no user groups exist, you may assign them later after you have created them. You can also configure the group/project assignment on the Group Settings page. Privileges vary based on user roles. For information about user privileges, see User Roles and Permissions.
  10. The Locations section includes lists of available and assigned locations. Assign the locations as required. Use Ctrl+Click or Shift+Click to select multiple locations. If no locations exist, you may assign them later after you have created them. You can also configure the location/project assignment on the Location Settings page. For detailed information, see Managing Locations.
  11. Click Save to save your settings. You are returned to the Project List page where the new project is listed.