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Creating a project lets you define its basic details, including name, type, client, and status.
Prerequisite: Admin or Owner project access.
To add a project, complete the following procedure.
  1. In the Home menu, select Projects.
  2. On the Projects page, select New Project.
  3. Enter the required information in the New Project dialog box:
    • Name. Enter a descriptive name for the project.
    • Description. Optionally describe the project’s purpose.
    • Project type. Select the appropriate type (for example, Review or Training).
      • To create a new project type, scroll to the bottom of the list and select Create new project type.
    • Client. Choose the associated client, if applicable.
    • Timezone. Set the time zone for the project.
    • Status. Select the project’s status (for example, Active or Archived).
  4. Select Create.