Projects (clipboard icon, second down)

Create and manage Projects to contain your Jobs.

• Manage your work by creating Projects and adding Jobs to them.

• The Project grid shows all Projects in your Org Units.
• Reviewers can view Projects in their Org Units.
• If you are a Project Manager or Admin, you may create Projects and add Jobs to them

To create or edit a Project:

• Click +Create Project to create a new Project OR click on the name of a Project in the grid to view or edit the Project Details window.

• Project name – unique in its Home Org Unit.
• Project Code – unique in its Home Org Unit.
• Org Unit – the Home Org Unit of this Project and all the Jobs it contains – from the dropdown list
• External code – optional field to tie in with other workflows

Project Status

• Created: Once the details are complete and verified, the Project Status is Created – this is an automatic status.
• Active: When a Job within the Project is Active, the Project is automatically Active.  It remains Active even when there is no longer a currently Active Job within the Project.
• Closed: When a Project is finished, the Admin may manually change the status of the Project to Closed – no more jobs can be added to it.
• Archived: When the Project no longer needs to instantly be available, the Admin can manually change the status to Archive.
• All Jobs within the Project are also Archived.

Project Notes

• Optional additional information.

Assigned Jobs

• The Assigned Jobs tab shows the Jobs within the Project

• Click + Create Job to create a new job within the Project.