How to create a new project

To set up a new project for your property please follow the steps below:

Please note that you must have an access level higher than issues only.

Please also note that if this is your first time setting up a project please can you review Projects - How to set up the settings page and Projects - How to set up funding sources

Please Select:

- Projects - Projects from the menu on the left hand side.

There are two options for customers when wanting to start a new project.

You can either create a new project from scratch by:

- Selecting at the top of the screen the option to Create Project or you can select to add a project from a list of templates stored within the Every system.

We would advise going with Add Project if this is your first project on the system as this option comes with the added benefit of having your milestones already populated.

Please note that when creating a project, you will notice that the Total Value field is blank. This is later completed via the funding sources.

Once you have filled in the required fields for creating a project and selected save.

The project will be saved as a draft (unless the status was changed before being saved).

- You will then need to select the project from Projects - Projects and from either the tab My projects if you are the owner or All Projects and change the status within the project to In progress?.

If you now click into the project and scroll down you will see a number of tabs below the project. As mentioned above when creating a project for the first time the Total Value field will be greyed out.

To add this please go to the Funding tab and selecting Add Funding Source at the bottom right.

Clicking on this will then cause a new window to pop up and ask what funding source (that has already been set up) is to be used and how much from that existing funding source will then be allocated to this project.

Once you select Save the funding source will be added to the project.