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Add an Improvement to a Project

How do I add an Improvement to a Project?

Open the Project to which you want to add an Improvement, then:

  • Click 2017-10-06_1619.png in the top right corner of the page.

  • Click 2017-10-10_1152.png in the resulting drop-down menu.

__-_Improvement.jpg

 

In the resulting window:

  • If you want to create a new Improvement from scratch, click 2017-10-10_1139.png. If your organization has configured multiple types of Improvements, you'll be prompted to pick which template you want to use.

    In the resulting window, create the new Improvement as you normally would.

    NOTE: The "Parent" field will automatically be filled in with the name of the item under which you're nesting this Improvement. Don't alter this field unless you want the Improvement nested somewhere else.


  • If you want to add an existing un-nested Improvement, search for it by name or ID number in the "Choose Existing" drop-down menu. You can add as many Improvements as you like.

    When you're finished, click 
    2017-12-27_1453.png.

 

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