Creating projects

Overview

Users can easily create projects by following the steps below.

Creating projects

You can create projects from scratch or from a template.

Creating projects from scratch

1. Go to the Projects page, then click New Project. and select Create a New Project.
   
2. Enter the project details:
   
   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.
3. Click Create when you are finished.

Creating projects from templates

1. Go to the Projects page, then click New Project. and select Create Project from Template.
   
2. The Choose Project Template page appears. Select the template and click Next.
   
3. 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.
   
4. The Create Project page appears. Enter the project details:
   
   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.
5. Click Create when you are finished.