In this article, we will help you with the steps to add a project.

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Overview

Navigation

Steps to Add a Project

Common Operations to Manage Projects

Video Reference

Overview

In the product, you can create and manage projects based on standard software development methodologies like RUP®, PMBOK, and Agile. Projects can be created for application development, maintenance, support, etc.

Navigation

You can create a project using the following navigations:

  • Click ADD button in the left navigation panel and click the Project option.
  • In the left navigation panel, expand the Workspace menu and select My Workspace. Hover over the My Workspace breadcrumb at the top, expand the My Work module, and select My Project.
  • In the left navigation panel, expand the Recent Projects menu and select View My Projects.

Steps To Add a Project

  1. Click the ADD button and click the Project option.
  2. Select the required template. For more information, refer to Template selection.
  3. Enter the fields in “Create your Project” as explained below:
    • Name: Enter an appropriate title for the Project
    • Start Date: Enter a date to indicate the planned start date
    • End Date: Enter a date to indicate the planned end date
    • Invite team members: Enter the email address to invite team members to the project.
  4. Click the FINISH button.

After the project is created, all menus and constituent menus are visible, depending on the template selected.

Common Operations to Manage Projects

Video Reference

To dive deeper into the topic, we recommend watching the reference video available.

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