Project manual

1. Add Projects

Projects can be added only by users who have administrator privileges for the Project application. These privileges are set up by the system administrator. See Set Up the Administrator Group for a step-by-step guide on how to register users in the Administrator Group.

If you have project administrator privileges, add a project following these steps:

  1. From the Portal Page, click Project on the Office 4 menu.

    The Project List window appears.

  2. Click Administrator Menu.

    The Administrator Menu for Project window appears.

  3. Click Project Setting.

    The Project Setting window appears.

  4. Click Add.

    The Add Project window appears.

  5. In the Project Name field, enter a name for the new project.

  6. From the Group drop-down menu, select a group with which to associate the project (reference only).

  7. Select a Project manager by selecting a User from the select box.

    • Use the Group pull-down menu to find the Users associated with each group.

    Click Enter.

  8. Select Project Members by selecting Users from the select box and clicking Add.

  9. To clear the fields and start over: Click Reset.

  10. When done, click Add.

    The Project will be active. Next, you'll want to add Jobs/Tasks for the Project.


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