Manage Projects, 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.
Follow these steps to create a new Project:
Click the Designer option from the top menu. The Designer page displays.
Click the +Add Project button. The Add New Project page displays.
In the Name setting, enter the unique name for the Project. Project names can only use apostrophe characters ('
) and spaces. This is a required setting.
In the Description setting, enter a description of the Project. This is a required setting.
Click Add. Your new Project displays in the Projects page.
Follow these steps to configure a Project:
View your Projects. The Projects page displays.
Edit any of the following settings as necessary:
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.
From the Members drop-down menu, select which user(s) or groups to invite to this Project. When inviting a group, all members of that group are invited to that Project.
Click Update.
Deleting a Project does not delete the assets within it.
Follow these steps to delete a Project:
View your Projects. The Projects page displays.
Click Confirm.
Click the Projects icon from the left sidebar. The Projects tab displays all Projects in the Projects page.
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 currently selected, click theicon for that selection or press Enter
when the drop-down is visible. This is a required setting.
To delete a project, click the icon and select Delete .
Click the dropdown menu, and then select the Configure option for the Project to configure. The Configure Project screen displays.
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.
Click the dropdown menu, and then select the Delete option for the Project to delete. The Caution screen displays to confirm the deletion of the Project.