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Create a Project

Projects are a container for all the activities and resources related to the work you are doing. Examples include Compliance, Product Development or Business Software Implementation work - there are many more.

To keep everything you need in one place, create a Project to manage all related activities and resources.

Create a new project:

  1. From the Home tab click + NEW PROJECT.
  2. In the New Project dialog enter a project name, a description and start and end dates.

Select the Include demo data check box to populate your project with some demo information.

  1. Click Save. Your new project appears in the list of projects on the Home tab.

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Next steps

Now you have your project, you can:

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