Adding a Project

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Clicking List from the menu bar, displays the List page, as shown in Figure 1, with a list of all your projects for review.

 

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Figure 1 The List Page

You can add a new project by clicking Start a Project on the List page or by clicking the Add link on the menu bar. The New Project Information page is displayed, as shown in Figure 2.

 

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Figure 2 Add Project

Enter your new project information in the following fields:

Title - refers to a brief name for your project.
Short Description - refers to a brief description of your project.
Start Date - refers to the date on which the project started or will start.
Estimated Close Date - refers to the date on which you intend to finish the project.
Requested By - refers to the person who might have initiated the project. It could be the name of a client.
Organization - refers to the organization that might have initiated the project. It could be the name of a company.
Budget - refers to a high-level view of the project budget. This figure generally is an estimate.
Status - displays whether the project has been approved or closed (finished).

After the details have been entered, click Save. The new project is created. The Project Center page is displayed, as shown in Figure 3. This page displays information about your new project.

Initially, you are the only member of the project, and no one else has access to it. You can then configure the project and enter additional project information.

 

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Figure 3 The Project Center Page