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.
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.
Add Members: Click Add button to add users to be associated with a respective project.
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.
Recipients: Click Recipients button to select the users that must be notified when a particular activity occurs.
Choose File: Click Browse button to select the file in which issues are maintained.
Import: Click Import button to import the issues.
Add Field (+): Click Add button to add new fields.
Reorder: Click Reorder button to re-sequence the added fields.
Click Action button (available at the Details tab) to do the following:
This button enables the user to save the settings of the project that can be used to create another project with similar information.