Add Projects

Role Required: Project Admin or other roles with explicit permissions

 

Go to Projects, click New Project. You can either build the project from scratch or use a predefined template. Provide the basic information about the project, specify the project owner, schedule the project, associate the project with a site if necessary, provide the cost estimates, fill out other details, and click Save. (You can record the actual time line and cost as the project progresses into its life cycle.)

 

 

After creating a project, you need to onboard your team, define the required milestones, and create tasks and allocate them to project members.

On the project details page, you can view project details, add milestones and tasks, view time sheet, add members and comments, and view history.

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