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home/Knowledge Base/Project/How to create a new project

How to create a new project

8 views 0 31 januari 2019 Updated on 31 January 2019 jbrouckaert

If you have an editor role, you can create a new project.

  • Select Projects in the left menu column.
  • Click the button “Create Project”.
  • Enter the mandatory information that you can find on the header of the project.
    • Project name
    • Project number
    • Project manager
    • Any category fields that were custom made for your community (you can find these under the More Info section).
    • The non mandatory information you can enter at any point in time.
  • Click “Apply Changes”.
  • You will now see a confirmation message stating that your project was successfully created.

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Project
  • How to create a new project
  • How to make a project private
  • How to add a user with specific project access
  • How to use segmentation on project level
  • How to upload project documentation
  • How to register project progress
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