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Version: 8.5.X

Create Project

This page enables you to create a new project when planned. To create a project, follow the below steps:

  1. Click the Create New + button and select the option Create Project. The following page appears as shown below.

Create Project Option

Creating Project

  1. Enter the following details:
Parameter            Description
NameEnter the name of the project.
DescriptionEnter the description of the project.
Project Start DateSelect the start date of the project.
Project End DateSelect the end date of the project.
PrioritySelect the priority.
Project TypeSelect the type of project.
Project RiskSelect the risk associated with the project. The default value is Low.
OwnerSelect the owner of the project.
LocationSelect the location of the project.
VendorSelect the vendor from the dropdown list.
TagsYou can add tags if required. These help in identifying the similar projects.
AttachmentAttach the relevant files that help the technician in resolving the ticket. Once attached, you can preview or even delete it using the respective icons.

Once done, click Create and the project gets created successfully. Also, an email is sent to you acknowledging the project. A project starts with a suffix "PRJ". For example: PRJ-1.