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Add a Project to a Chart

Who can add a Project to a Chart?

  • Any of the Authors

  • Chart Administrators


How do I add a Project to a Chart?

Open the Chart to which you want to add a Project, then:

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

  • Click 2017-12-28_1611.png in the resulting drop-down menu.




In the resulting window:

  • If you want to create a new Project from scratch, click 2017-12-27_1449.png. If your organization has configured multiple types of Projects, you'll be prompted to pick which template you want to use.

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

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

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

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


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