Project details

On Add project screen, Project Details tab, you can provide basic information about your project like project code to identify your project in the organization, project name, approximate start and end date of your project, time zone, location, project template. If you do not have the permissions to create or edit project, the screen is still available to review project details.

IMPORTANT

It is highly recommended to use project template for creating new projects, which significantly reduces the complexity and time for creation of the project. If you do not have any template created in your organization, please create one before creating the project. This tutorial assumes the project template is used.

Also add at least one contact person for the project.

When all data is provided, click Save or Next to organization roles to create the project. If template was selected then all project structure and configuration defined in the template will be copied to the project. The project template cannot be changed after the project is created.