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Create a Project

If you want to create a new Project, click 2018-03-27_0609.png at the top of the screen.

All of your organization’s templates will be listed in the resulting drop-down menu, with the workflow denoted by the icon alongside its name:

  • 2018-03-27_0610_003.png - An Improvement template or a grouping of Improvement templates.

  • 2018-03-27_0610_002.png - An Incident template or a grouping of Incident templates.

  • 2018-03-27_0610_001.png - A Project template or a grouping of Project templates.

  • 2018-03-27_0610_004.png - A Task template or a grouping of Task templates.

  • 2018-03-27_0610.png - A Chart template or a grouping of Chart templates.

Click the name of the template you want to use to create your new Project. 

 

In the resulting window: 

NOTE: Your Project template might not include all of these fields and options. That's alright! It just means that this template has been simplified by your organization.

  • Depending on the type of Project, different information will be required; there may be optional fields and Attributes as well. You will be required to enter a short summary of the Project - this field is often called the “Title,” “Summary,” or “Theme.”

    Once you’ve entered the title, a blue badge will appear next to the magnifying glass if there are any Projects or Improvements with a similar title. It will look something like this: 2017-08-17_1605.png. The number displayed on that badge correlates to the number of similar items.

    Hover over that icon to see a list of the titles of those similar items or click the icon to open a more detailed list.


  • You may also enter the date on which the Project should become active in the "Start Date" field, and the date on which it should be scheduled to end in the "End Date" field.

  • If you want to nest this Project under another Project, enter that other Project's name in the "Parent Project" field. NOTE: You must be on the parent Project's team to add it to this field. If you're not on any other Projects' teams, you will not see this field at all.

  • To limit access to this Project to only people on its team or who have the "View Private" permission for Project's in this Location, check the box next to "Make Private?"

    Check the box next to “Allow Project Team to see the nested private Improvements in this Project” to allow team members to view any private Improvements that are part of the Project, regardless of whether or not they're on their team or have the "View Private" permission.

    Check the box next to “Allow Project Team to see the nested private Projects in this Project” to allow team members to view any private Projects that are part of the Project, regardless of whether or not they're on their team or have the "View Private" permission.

  • Open the Status & Team section to choose the status into which this Project should be entered, its team, and its Locations.

    • Click the status you want this Project to enter after submission. The status you pick may trigger the appearance of certain required and optional fields. 

      If you pick:

      • New - You will not be required to enter any additional information.

      • Planned - You can choose between:

        • Decide Later - An optional "Due Date" field will appear.

        • Specific Date - A required "Start Date" and "Due Date" field will appear.

        • Dependant On - A required "Completion Of" and an optional "Days to Complete" field will appear. You can add however many items as necessary to the “Completion Of” field. 

          NOTE: If all the items you enter in the “Completion Of” field are already completed, this Project will enter the Active status rather than the Planned status.

      • Active - A required "Due Date" field will appear. The start date will be automatically be listed as the current date.

      • Deferred - A required "Review Date" field will appear.

    • Add the appropriate Sponsors, Facilitators, Leaders, Participating Users, Participating Locations, and Followers to the field of the corresponding name.

    • Add the Locations involved with this Project in the "Project Location(s)" field. By default, this Location will be populated with the Locations of the Project's Facilitator(s).

  • Add any attachments to the Project. You can:

    • Drag and drop the file you want to add onto the "Create" window, or

    • Click 2017-08-18_1547.png and pick the file you want to attach in the resulting window.

  • Add any links to the Project by clicking 2017-08-18_1549.png. In the resulting window, enter what you want the link to be called in the "Name" field and the address to the link in the "Address" field.

  • Click 2018-03-27_0614.png.

 

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