Projects - Starting a Project

Normal

Normally, this is how you start a project:

• Access the Projects screen (tab).
• From the Departments tree control list in the left pane of the screen, select the specific department for the project.
• Click the "Start Project" button. The Start Project screen is displayed.
• Click the template you want to use in the upper pane. Its description will appear in the lower pane.
• Click the "OK" button.

Advanced

A project can be started in the following ways:

• manually from scratch
• manually from a project template
• automatically from a project template as an action of another project
• automatically from a project template as an action of a task of another project

• Access the Projects screen (tab).
• From the Departments tree control list in the left pane of the screen, select the specific department for the project.
• Click the "Start Project" button. The Start Project screen is displayed.
• Make sure the combo box in the upper-right corner of the Start Project screen is set to "Advanced".
• The left pane of the screen defaults to your previous choice of department and the first template for that department. Verify your selection before starting a project. Existing project templates that are available for use in the specific department are displayed in the Project Template tree control list.
• If starting a project from a project template, select the desired project template from the second pull-down menu. The template details are displayed in the right pane of the screen. If necessary, make modifications to the template at this time (prior to clicking the OK button).
• If starting a project from scratch (not using a template), enter the project details on the right pane of the screen.
• Click the OK button to start the project.
• The Projects screen is displayed and includes the new project. All tasks that are associated with the project are included on either the Inbox or Group Inbox, as determined by task assignment.

• While in the Action Scheduler of the current project, click on the "New" button.
• The Action Selector screen is displayed.
• Click on the "Start Project" tab.
• Schedule when the "Start Project" action is to be performed
• If desired, click to make the new project a sub-project of the current project. The current project and the new sub-project will have a parent-child relationship.
• Select the specific department or group from the first pull down menu in the left pane, then select the desired project template from the pull-down menu directly underneath the first pull-down menu.
• Make the appropriate primary contact selection.
• Click the OK button to return to the Action Selector.