192 lines
18 KiB
HTML
192 lines
18 KiB
HTML
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Create a project</span></h1>
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<!-- Placeholder for topic body. -->
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<p class="p_Normal">You can add a new project in the following ways:</p>
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<ol style="list-style-type:decimal">
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<li value="1" style="line-height: 1.20;">If you are not using different project types, go to the <span style="font-weight: bold;">Project register</span> page and click <span style="font-weight: bold;">+Project</span>. The project creation form will open.</li><li value="2" style="line-height: 1.20; margin-top: 11px; margin-right: 0; margin-bottom: 11px;">If your administrator has configured <a href="project-types.html" class="topiclink">different project types</a>, you can add a new project:</li></ol>
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<ul style="list-style-type:circle"><ul style="list-style-type:circle">
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<li style="line-height: 1.20;">On the <span style="font-weight: bold;">Project register</span> page. To do this, click the <span style="font-weight: bold;">+Project</span> button and then select the project type.</li><li style="line-height: 1.20; margin-top: 11px; margin-right: 0; margin-bottom: 11px;">In the app with a project type under the <span style="font-weight: bold;">Project Types</span> separator. To do this, click the <span style="font-weight: bold;">+Project</span> button.</li></ul></li></ul>
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<p style="line-height: 1.20; margin: 11px 0 11px 0;"><img alt="projects_new_04" width="890" height="394" style="margin:0;width:890px;height:394px;border:none" src="projects_new_04.png"/></p>
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<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">Fill out the form that appears.</p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="projects_new_05" width="826" height="558" style="margin:0;width:826px;height:558px;border:none" src="projects_new_05.png"/></p>
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<ul style="list-style-type:disc">
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<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Name</span><span style="color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Enter the name of the project.</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Project Manager</span><span style="font-weight: bold; color: #ff0000;">*</span>. Select the person who is responsible for creating and editing the project plan.</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Project Supervisor</span>. Select an employee who oversees the project progress, can edit the general information on the project page, and has full access to the <a href="project-files.html" class="topiclink">project files</a>.</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Start date</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Enter the start date of the project.</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Completion date</span>. Enter the completion date.</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 7px;"><span style="font-weight: bold;">Description</span>. Enter a brief description of the project.</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 7px;"><a id="use-calendar" class="hmanchor"></a><span style="font-weight: bold;">Use the business calendar</span><span style="color: #ff0000;">*</span>. Enable this option to use information from the <a href="360004890291.html" class="topiclink">business calendar</a> in the project plan and when calculating the duration of tasks. If the end date in the task falls on a weekend, it will be shifted to the first working day after the weekend. Also, weekends will not be taken into account when calculating the task duration. Please note that this option can be enabled only when creating a project.</li></ul>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">Only one user can be assigned to the roles of <span style="font-weight: bold;">Project Manager</span> and <span style="font-weight: bold;">Project Supervisor</span>. These roles allow users to perform certain actions with the project. You can also specify <span style="font-weight: bold;">Project Participants</span> and <span style="font-weight: bold;">Employees with permissions to edit the project plan</span>. To learn more about access settings, see <a href="project-access-and-roles.html#roles" class="topiclink">Set up access permissions and roles in Projects</a>.</p>
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<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">Click <span style="font-weight: bold;">Save</span>.</p>
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<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">If you created a project of a specific type:</p>
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<ul style="list-style-type:disc">
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<li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">The project appears on the <span style="font-weight: bold;">Project register</span> page and in the corresponding app under the <span style="font-weight: bold;">Project Types</span> separator.</li><li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">The plan of the new project is copied from the project type template. The dates of the tasks in the plan are automatically shifted according to the project start date and the output time intervals between tasks.</li></ul>
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<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-family: Inter;">The new project will be assigned the </span><span style="font-family: Inter; font-weight: bold;">Draft</span><span style="font-family: Inter;"> status.</span></p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">To start working on the project, click on its name in the list. The</span> <a href="project-card.html" class="topiclink">project page</a> will open.</p>
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class="bottom-nav__link">project-lifecycle.html</span>
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