This video walks through creating a new Project step by step, covering details, scheduling, time and cost tracking, notes and attachments.
From the left-hand menu, go to Governance, select Projects, then click New Project. You will see eight tabs: Details, Checklist, Scheduling, Time Management, Cost, Notes, Attachments and Custom Data.
In the Details tab, enter the project title, number, description, project group, owner, members, priority and status. Title and Owner are mandatory.
The Number field orders projects sequentially – up to five digits, including decimals. Text is not allowed.
Use the Description field for formatted text.
Note: You are logged out after 45 minutes of inactivity, with a reminder at 30 minutes. In full screen the reminder may not appear unless browser notifications are enabled. Typing does not count as activity – only Save or Cancel do.
Assign roles. Owners can edit and delete; others can only edit. A user cannot be both owner and member. If an owner's account is disabled, you will be asked to reassign ownership when saving.
Mention users with @ in the description or notes fields. They receive Platform and email notifications when you save.
Optionally associate the project with a group to grant access to the relevant users automatically. Set the priority (Critical to Very Low) and status (Not Started to Closed).
Note: Closed projects are removed from the log automatically.
Add items in the Checklist or Custom Data tabs. Items can be reordered, edited, deleted and marked as closed at any time.
In the Scheduling tab, enter the year, start date, end date and term/semester. Warnings appear for lapsed dates.
The Time Management tab tracks estimated against actual time spent on tasks. The Time Log section shows detailed entries by team members; to edit time, go to the specific task.
In the Cost tab, estimate and log costs for the project and its tasks. Task costs do not add to the project total, and vice versa. The total cost of the linked tasks is shown in the tab but not in the right-hand Cost Log.
Note: All entries must use the same currency.
Use the Notes tab to store project information (with formatting); click Add Another for multiple notes, each tagged with name, date and time. Notes can be edited or deleted, and the latest appears at the top. Upload up to five files or images at a time in the Attachments tab.
Save the project to send notifications and grant permissions to added users (a warning appears if permissions change via mentions). The project is added to the log with a unique reference number.