Add Project

Add Project

Overview

This section provides a step-by-step guide for adding a new project and assigning a member. If you have not set up any project, the screen will be blank. If you have already created a project, you can add another one by clicking the Add button.

Step 1 - Start the Add Project Wizard

  1. To create a new project, click on the 'Add' button. 

Step 2 - View Wizard Introduction

  1. Once the 'Add Project' is initiated, a pop-up titled 'Introduction' will appear. 
  2. The screen provides you with an overview of the Add Project wizard. This will help you to understand what is coming ahead. 
  3. Before adding details to the wizard, please get familiar with some standard icons and their usage.
  4. The screen is divided into two segments:
    1. Information Area:
      1. You can find detailed instructions and information for each step in the information area.
      2. Reading these before filling in the details on the screen is recommended to ensure accuracy.
      3. Additionally, there's an icon to collapse the information bar, which will maximize the working area of the content.
      4. Click the icon to collapse the bar, and click again to return it to normal.
    2. Content Area:
      1. The content area is where all actions must be performed on the screen.
      2. The screen title is located in the top left corner, under Current Step. Currently, it displays an Introduction.
      3. On the top right corner, you will find the Completed drop-down, which lists all the completed steps. Since you haven't completed any steps, "0" is displayed. Completed steps will be added to the drop-down as you progress through the wizard. To return to a previously completed step, select it from the drop-down menu.
      4. A Progress bar is placed below the screen title, which displays the wizard's progress status. The progress bar also indicates the total number of steps and the current step you are working on. For instance, if the total number of steps is six and you are on the first step, the progress bar will display 1/5.
      5. An image of the entire wizard process is displayed in the working area of the screen.
      1. You can check a box that says Show every time you use this wizard when adding a system. If you check this box, you will not see the Introduction screen when you initiate the add project wizard. However, if you uncheck this option, you will see the Introduction screen every time you start the Add Project wizard, including the introduction step screen for further processes of adding the project. 
  5. Click the Next Step button to continue.

Step 3 - Add Project Details

On this wizard screen, please provide the project name of your choice and a brief description of the project. 
  1. Name:
    1. Enter a project name in the 'Name' field.
    2. A-Z, a-z, space, underscore ( _ ), and hyphen are allowed for this field. This field allows a maximum of 50 characters.
  2. Description:
    1. Enter a short description of the project in the 'Description' field.
    2. A-Z, a-z, space, underscore ( _ ), and hyphen are allowed for this field. This field allows a maximum of 200 characters.
  3. Click on the Next Step button.  

Step 4 - Add Project Logo

On this wizard screen, please select the project logo of your choice. You can upload both full and small logos for your project. However, it is not a mandatory step. You can skip this step by clicking on the 'Next Step' button. If you choose to skip this step, we will assign the default logo to your project. To add a project logo, you have two options:
Option 1: Upload
  1. Click on the upload   icon as shown on the screen. 

  1. A local browsing pop-up will appear. Browse through your local system and locate the image.
  2. Once you find it, select the image and click Open.

  1. The pop-up will include the following options to edit the image:
    1. Crop
    2. Zoom in and Zoom out
    3. Rotate anti-clockwise and rotate clockwise
    4. Flip Vertically and Flip Horizontally
    5. Reset
  1. A Save Image button is provided to save the cropped image. Once you have completed the modifications, click "Save Image."

  1. The Logo gets added to the project.
  2. Click on the Next Step button to continue.


Option 2: Drag & Drop
  1. You can drag and drop any image into the image section provided for both Full and Small.
  2. When you upload an image to the designated area, the Edit Image pop-up opens, allowing you to edit your image if necessary.
  3. Follow the same steps as explained above.
Adding a logo for your project is not mandatory, but we highly recommend it. Team members can identify the project much more easily while running multiple integration projects.

Step 5 - Assign Team Member

  1. The Assign Team Member screen appears, showing a list of team members.
  2. A search field is available to find a team member by name. Additionally, a Business Partner drop-down menu enables you to search for a team member by business partner.
  3. The screen will display your team member; if you have no team member, it will show your name in the list and be selected by default.
  4. To add more team members to the project, select a team member from the list, which will then be highlighted. 
  5. You can select one or more team members. To go back, click the Previous Step button. You can cancel the wizard at any time by clicking the Cancel button. 
  6. Click the Save button to continue.

Step 6 - Project Added Successfully

  1. Upon successfully adding the project, the confirmation message gets displayed on the 'Summary' screen.
  2. Click on the Close button.

  1. The newly created project gets added to the list.

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