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Main » Create New Project » Creating a New Project

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To create a new project click "Projects" in the file menu.

Then click the "New Project" button on the top right.

The "New Project" screen will display



Enter the project data in the fields provided.

• Project Name: Required  The name you enter will be used throughout the program to identify the project.
• Project Owner: Required By default, the project owner will be the person who created the project. This is adjustable however by using the drop down to select another user.
• Company: Required Click on the drop down to select a company.
• Start Date: Will default to the project creation date. Click the date icon to select a new date.
• Target Finish Date: Click the date icon to select target finish date. A value is necessary for the Gantt Charts to display properly. 
• Target Budget: Enter the target budget amount.
• URL: If the project has a URL (web address) associated with it, enter it here.
• Staging URL: A staging URL (web address) is typically used for testing a web development project before it is released. Use this field as needed.
• Priority: Required Set to "Low, Normal or High". When set to high, the project is uniquely identified in the Project View by a small "Up Arrow".
• Short Name: Required Automatically assigned from the Project Name field, but can be edited. This field can be useful for project codes or other naming conventions.
• Color Identifier: Required Allows for direct input of a hex color code to identify the project. Click the "Change Color" link to choose a color from the pallette. This is helpful in visual identification.
• Project Type: Required Use the Project Type drop down to select a type for the project. "Unknown" is assigned by default. Project types can be customized in the Administration System.
• Status: Select a status for the project to be displayed in the project view.
• Import Tasks From: Used to import tasks from another project.
• Active: By default, the active box is checked. When unchecked, the project is moved to the "Archived" status.
• Description: Type the project description in this field.

Click the "Submit" button when finished to save the project.

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