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Creating projects

Overview

Users can easily create projects by following the steps below.

Select the applicable tab for your edition of Responsive.

  • Creating projects

    To create a project, navigate to the Projects page and then click New Project.

     

    You will be displayed with two options: Create a New Project, and Create Project From Template.

    Creating a project from scratch


    Select Create a New project.
    Enter the project details on the next page.

    1. Click Projects to return to the Projects list.
    2. Click the links in the Table of Contents to move to the different sections of the page.
    3. The number of required fields are listed with up and down arrows so you can find them quickly. The box will disappear when you have filled in all the required fields.
    4. Click Create when you are finished.

    Creating a project from a template

    Select Create Project from Template. The Choose Project Template page appears. 

    Select the template and click Next. The Properties page appears.

    Choose the properties to be carried over to the new project and click Next.
    Note: You can also upload supporting documents (Excel) to the project.

    The Create Project page appears. Enter the project details.

    Enter the project details on the next page.

    1. Click Projects to return to the Projects list.
    2. Click the links in the Table of Contents to move to the different sections of the page.
    3. The number of required fields are listed with up and down arrows so you can find them quickly. The box will disappear when you have filled in all the required fields.
    4. Click Create when you are finished.
  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Creating projects

    • To create a project, navigate to the Projects page and then click New Project.

       

      You will be displayed with two options: Create a New Project, and Create Project From Template.

      Creating a project from scratch


      Select Create a New project.
      Enter the project details on the next page.

      1. Click Projects to return to the Projects list.
      2. Click the links in the Table of Contents to move to the different sections of the page.
      3. The number of required fields are listed with up and down arrows so you can find them quickly. The box will disappear when you have filled in all the required fields.
      4. Click Create when you are finished.

      Creating a project from a template

      Select Create Project from Template. The Choose Project Template page appears. 

      Select the template and click Next. The Properties page appears.

      Choose the properties to be carried over to the new project and click Next.
      Note: You can also upload supporting documents (Excel) to the project.

      The Create Project page appears. Enter the project details.

      Enter the project details on the next page.

      1. Click Projects to return to the Projects list.
      2. Click the links in the Table of Contents to move to the different sections of the page.
      3. The number of required fields are listed with up and down arrows so you can find them quickly. The box will disappear when you have filled in all the required fields.
      4. Click Create when you are finished.

     

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