Projects

Projects ›› Managing Projects ››
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Projects

Here, a user can create, edit and delete projects. The user needs Account Administrator rights or a Project Manager Account Role to perform these operations. After a project has been created and its Project Manager set, the Project Manager then has rights to further manage the project.

A project may have a custom template which includes custom fields.


Details Tab

Name: This field holds the name of the project.

Description: This is the additional information associated with the name of the project.

Active: The status has to be active in order for the project to be accessible to the company users.

Include Resolution Status: This provides the user with the option to include or exclude the resolution status to be available at the Issue screen.

Verification Required: This provides the user with the option to include or exclude the verification status to be available at the Issue screen. This can be set up if only Include Resolution Status is enabled.

Project Manager: This is the name of the person to whom the project is assigned.

Members Tab

Add Members: Click Add button to add users to be associated with a respective project.

Attachments Tab

Add Attachment: Click Add button to select the intended file to be attached to a respective project.

Sort Attachments: Click Sort button to sort the list of attachments either by date or user.

Notifications (*)

Recipients: Click Recipients button to select the users that must be notified when a particular activity occurs.

Import Issues Tab

Choose File: Click Browse button to select the file in which issues are maintained.

Import: Click Import button to import the issues.

Custom Fields (*) Tab

Add Field (+): Click Add button to add new fields.

Reorder: Click Reorder button to re-sequence the added fields.

Adding project

  1. Click on Add Project button available at the Details tab.
  2. Enter the name and its description in the respective fields.
  3. Include the resolution and verification status by clicking on their respective sliding bar.
  4. Select the name of the person to whom the project is assigned by clicking the Project Manager link.
  5. Click on the Save button.

Deleting project

  1. Click the project (displayed in the left panel) to be deleted.
  2. Click on the Delete button available at the Details tab.

Action button

Click Action button (available at the Details tab) to do the following:

Clone Project

  1. Click on the Action button.
  2. Select the Clone Project option. The Clone Project window appears. Specify the name with which the duplicated project would appear. Check the boxes of the intended tabs which are to be cloned.
  3. Click on the Clone button.

Save as Template

This button enables the user to save the settings of the project that can be used to create another project with similar information.



For this:

  1. Click on the Action button.
  2. Click on Save as Template button. The window appears. Specify the name with which template is to be created in Template Name field. Check the required boxes for the options available on the screen.
  3. Click on Save button.