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1. Add Projects

Add a project following these steps:

  1. Click Project from the main navigation.

    The Project List window appears.

  2. Click Add Project.

    The Add Project window appears.

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

  4. Add Project Time Period. This should incorporate all time from start to finish, as all jobs and tasks will have to fit into this timeframe.

  5. Select a Project manager to manage the project by selecting a user from the select box.

    Click Enter.

  6. Specify Private project. If this is private, only the Project Manager, Members and System Administrators will have access to view the project.

    Note: The option for private projects is determined by an Admin Setting. To change setting, go to Private Projects.

  7. Select Project Members by selecting Users from the select box and clicking Enter.

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

    Add project members by highlighting users and clicking Add.

  8. When done, click Add Project.

    The project will now show up in the Project List on the Project Home Page.

    If the project is private, it will only be seen by members, the project manager and system administrators.

    The Project will be active. Next, you'll want to add logo, and then assign jobs and tasks.