Home > Management > Managing Projects
Managing Projects
Adding projects
Management > WORKSPACES
Projects can be added by workspace administrators.
Adding a project with an owner
To add a project and an owner, go to the Management > WORKSPACES worksheet.
- Select workspace by clicking on "Subunits (X)", where X marks the number of subunits in the selected workspace.
- Select subunit by clicking on link "Projects (Y)", where Y marks the number of projects in the selected subunit.
- Click on "Insert new project with an owner".
This opens a new entry form (see below), which enables you to add a new project as well as its first owner. The project owner can later independently add other team members (owners, consultants, viewers).
Insert a project name, select a suitable business plan template, project currency and the first owner's data.
Click "OK", if you want to add more projects, or "OK, back," if one project and owner is enough.
Projects can also be added to the project list directly. To do this you should insert the name of the new project and its currency in the empty table row and select a suitable business plan template. Click "OK". When a project is added this way users (team members) have to be entered separately - see the Management > USERS worksheet.
Deleting a project
To delete projects, you should select the projects and click "Delete". When the confirmation form will appears, click "OK".
Moving a project
Sometimes it is necessary to relocate projects to another subunit.
This can be done by:
- Selecting projects to be moved by clicking on the column "Mark to move."
- Clicking the button at the bottom of the table entitled "Move marked projects to.."
- When a new entry form appears, select the subunit to which you would like to move your projects. Click "OK".
See more
Managing Users
Adding Subunits
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