Create a New Project

Create a new Project, which is a way to group assets under the same goal. Projects makes it easier and more efficiently organize assets to develop the same business solution.

Create a New Project

Permissions Required

Your user account or group membership must have the following permissions to create a new Project unless your user account has the Make this user a Super Admin setting selected:

• Projects: Create Projects

• Projects: View Projects

Both of these permissions are enabled by default for all user accounts. If you cannot create a Project, see the Projects permissions or ask your Administrator for assistance.

Follow these steps to create a new Project:

1. Do one of the following from any of these locations in ProcessMaker Platform:

   • Projects page

     1. View your Projects. The Projects page displays.

     2. Click the +Add Project button.

   • Designer welcome page (when the Projects Screen displays, which is the default)

     1. Click the Designer top menu. The Designer welcome page displays.

     2. Locate the My Projects section in the Designer page.

     3. Click the Create a Project link.

   The Add New Project page displays. SCREENSHOT

2. In the Name setting, enter the unique name for the Project. Project names must be unique in your organization, and can only use apostrophe characters (') and spaces. This is a required setting.

3. In the Description setting, enter a description of the Project. This is a required setting.

4. From the Category drop-down menu, select one or more Project Categories to associate with this Project. In doing so, Project Categories may be sorted from the Projects page. To remove a Project Category that is currently selected, click theicon for that selection or press Enter when the drop-down is visible. This is a required setting.
5. Click Add.

Your new Project displays in the Projects page.

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