<< Click to Display Table of Contents >> Navigation:  Using the System > Projects > Managing the Project Tab

 

Create

 

 

 

Delete

1. Click the button across the Project name.

2. Click Ok to confirm.

 

 

Note:

A Project cannot be deleted if it contains assets. Delete the assets first, and then delete the Project.

 

 

Assign

1. Click the icon.

2. Click Add Team Member.

3. Select from the Role dropdown.

4. Select from the User dropdown.

5. Click Save.

 

 

 

Edit

 

 

 

Search

 

There are two ways to search for a specific Project:

 

 

NOTE:

You can also filter your projects based on Divisions, Subdivisions, Date arrangement and Job types.

 

 

Sort

 

Arrange the table by clicking the header - Name, Division, Subdivision and Job type alphabetically and Date created, Date modified and Assets in ascending or descending order.