Adding Projects

To create a project:

  1. In the menu, click Administration > Projects . The Projects page displays, listing all existing projects.
  2. Click New Project. The Project Settings page displays.
  3. Type a Project name and Description.
  4. Select the Project Owner.
  5. The Groups section includes a list of registered user groups. Check the Assigned check boxes of the user groups that will work with this project. 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.
  6. A list of locations is located at the bottom of the page. Select the location(s) from which this project's tasks are to be executed. Click Select All to assign all locations to the project, or click Deselect All to select no 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.
  7. Click Save to save your settings. You are returned to the Projects page where the new project is listed.