Adding a Project

When creating a project, the "Applicable To" and accompanying fields are important because they determine whether the Geographic Definition tab is available when operating your project.

Setting the field to "Premises" indicates that the project is based on an existing site. In this case, the Geographic information tab is no longer available.
Setting the field to "Development/Site Management" indicates that the site is under development. In this case, all of the tabs are available.

To add a project:

In the application menu, click Projects.
In the summary page menu at the top of the page, click .
The Create Project From field is automatically set to create a new project without a template. To create the project based on a existing template, select "New Project (From Template)" in the dropdown.
Enter the required general information. Note the following:
- Set the Start Date and Due Date of the project. Note that the Due Date must be after the start date.
- The following fields determine whether the Geographic Definition tab is available when operating your project. Set the Applicable To field to either "Premises" or "Development/Site Management". The fields Type and Activity then appear based on what was set in "Applicable To". Set these fields as needed.
- Select the Project Manager of the project. This use is automatically added an a project Participant and Modifier on the People tab.
Click Save.