Overview

This section describes how to add a new project and assign team members. If you have not created any project, the screen is blank. If you already have a project, select Add to create another one.

Step 1 – Add Project

• Select Add.

Step 2 – Introduction

• The Introduction screen appears, providing an overview of the Add Project process and the steps ahead.
• Review the standard icons and their usage before you begin.
• The screen is divided into two areas:
  • Information Area: Displays instructions and guidance for each step. Read this before filling in details to ensure accuracy. Select the collapse icon to maximize the working area; select it again to restore the information bar.
  • Content Area: Where all actions are performed. It contains the following:
    • The screen title appears in the top-left corner under Current Step. It currently displays Introduction.
    • The Completed drop-down in the top-right corner lists all completed steps. It shows 0 until you complete a step. To return to a completed step, select it from the drop-down.
    • A progress bar below the screen title shows your current position in the process. For example, if there are six steps and you are on the first, the bar displays 1/6.
    • An image of the full process flow is displayed in the working area.
• The Show every time you use this process check box controls whether the Introduction screen appears each time you start the Add Project process. Select the check box to always show the Introduction screen; clear it to skip it on future runs.
• Select Next Step to continue.

Step 3 – Add Project Details

Enter the project name and a brief description.

• Name:
  • Enter a project name in the Name field.
  • Allowed characters: A–Z, a–z, space, underscore ( _ ), and hyphen ( - ). Maximum 50 characters.
• Description:
  • Enter a short description in the Description field.
  • Allowed characters: A–Z, a–z, space, underscore ( _ ), and hyphen ( - ). Maximum 200 characters.
• Select Next Step.

Step 4 – Add Project Logo

Select a logo for your project. You can upload a full logo and a small logo. This step is optional — select Next Step to skip it and use the default logo.

• Option 1: Upload
  • Select the upload icon on the screen.

• • A file browser opens. Locate the image on your computer.
  • Select the image and click Open.

• • The Edit Image dialog opens with the following editing options:
    • Crop
    • Zoom in and Zoom out
    • Rotate clockwise and Rotate anti-clockwise
    • Flip Vertically and Flip Horizontally
    • Reset
  • After editing, select Save Image.

• • The logo is added to the project.
  • Select Next Step to continue.

• Option 2: Drag and Drop
  • Drag any image into the Full or Small logo area.
  • The Edit Image dialog opens. Follow the same editing steps as Option 1.

Step 5 – Assign Team Member

• The Assign Team Member screen appears, showing a list of team members.
• Use the search field to find a team member by name. Use the Business Partner drop-down to filter by business partner.
• If you have no team members, your name appears in the list and is selected by default.
• Select one or more team members from the list to add them to the project. Selected members are highlighted.
• Select Previous Step to go back. Select Cancel to close the process without saving.
• Select Save to continue.

Step 6 – Summary

• The Summary screen displays a confirmation message when the project is successfully added.
• Select Close.

• The new project appears in the project list.