Create or Edit a Project

Overview

If you're using the Project Management module in your portal, you'll need to have projects and activities set up, then you can use these to configure your projects. 

Create a Project

Once you have created your project activities, you can configure your projects. Your saved projects are listed in Config > Projects > Projects, along with their enabled status and the active components (activities) assigned to them.

To set up a project:

1. Go to Config > Projects > Project > Create New Project.

2. Enter a Project Name.

3. Tick the Enabled checkbox so that the project can be assigned to employees.

4. Select the Components Included by ticking the relevant checkboxes. These are the activities that you want to link to the project.

5. Click Save.

Edit a Project

To edit a project:

1. Click the Profile Name of the project.

2. Edit the required information. You can change which activities are associated with the project by ticking and deselecting the checkboxes in the Components Included section.

3. Click Save.