How to create and modify projects
Project is a centralised location where you can store details and documents for your sourcing activities.
Users will need Project permissions to create projects at any time.
Creating a project
To create a new project:
- Navigate to Projects > Projects from the main menu.
- Click the Add New Project button at the top right corner.
- In Details section, update the following fields:
- Title - Enter a title of the project. (Required)
- Status - Select an option from the dropdown whether in Draft, Tender, In Progress, Completed or Cancelled. (Required)
- Start Date - Enter the date when the project kicks off.
- End Date - Enter the date when the project ends.
- Duration - Enter the value as to how long the project would take to complete in Days, Weeks, Months or Years.
- Description - Enter details about the project.
- Project Number - Enter the appropriate project number for the project.
- Business Unit - Select an option from the dropdown for the appropriate business unit for the project.
- In Access section, select from the following options:
- Anyone can view and edit (Default)
- Anyone can view, editing restricted - The project owner has required permission by default.
- Select who can view and edit- The project owner has required permission by default.
- You can add users or teams and set the type of access they should have by clicking the Add new permission button.
- To remove users or teams access to the project, click the trash bin icon.
- To add a section for Location or Budget, click the Add Section button.
- For Location, update the following fields:
- Country
- Region / State
- City
- Zip Code
- Address
- Additional Site Details
- For Budget, enter the value in the Total Budget field.
- For Location, update the following fields:
- To remove an added section, click the blue icon at the right side of the section name.
- Click the Create Project button.
Modifying a project
To modify a project:
- Navigate to Projects > Projects from the main menu.
- Locate the project you want to modify by using the quick search or filters.
- Click on the Title of the project or hover over the ellipsis icon and select View from the options.
- Click the pencil icon at the right side of the section name.
- Click Save.