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Creating a New Project

To create a new project, follow these steps:

  1. On the Projects tab, click New.

    New project dialgue box
    Figure 5.1. The New project dialogue box.

  2. In the Project name field, enter the name of the project.
  3. If you wish to create a sub-project, enter the sub-project name in the Sub-project name field.
  4. Select the method that you want to assign to the project.
    Method is the term used to describe a logical sequence of protocols, see Introduction to Methods.
  5. Select the Version of the method to apply.
  6. Choose a Leader for the project.
  7. If you would like to, specify the due date of the project.
    You can enable the Due date control by clicking the box next to Due date.
  8. Enter any comments you would like attached to the project.
  9. Under User and group assignments specify which user or roles have the ability and permission to perform the protocols of the task.
    User and group assignments can be a useful means of limiting the work that can be performed in projects to appropriately trained groups or individuals.
  10. Click Save.