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To create a project, go to the list called Projects under Project in Manage. The default view shows all projects the logged-in user is either responsible for, or is a member of.
Create a project room
This is where you create an actual project room with all its features and resources. Edit the project and go to the "Project Room" tab and click the "Create New Project Room" button.
After creating a project room, you can copy the project type template with all the resources to your new project.
When you create a project room, you decide what types of access different users should have. When you create a new project room, you need to decide on two permission settings:
Inherit top link bar
Inherit permissions from Manage
Inherit top link bar
If you are inviting external users, set this to "No", but this option should be "Yes" if it is an internal project. This means that the top bar menu will provide links to the top menus and make it easier for colleagues to access the other modules.
Inherit permissions from Manage
When "Inherit permissions from Manage" is set to "Yes", all users who have access rights to Manage will have the same access to this project space. For internal project rooms, this is usually the most practical option. If you choose "No", you will get a project room that has its own rights management.
Helpful videos for explaining this in detail:
Create new project
Create new project room
Copy project type template
Tips to the project manager
As a project manager, there are certain functions that you especially need to know how to operate:
You need to know how to turn the different functions on/off in a project room. Make sure that only the functions that are in use are visible. Features that are not in use will only distract and confuse.
If a project room has separate access rights, you must be able to invite new and remove users from the project room.
In Manage you need to know how to:
Create and edit projects in the "Projects" menu.
Creates multiple project rooms for a project and sets up the correct permission settings for each one.
Get an overview of the project status and the project roll-up functions.
Make sure project members learn how to use the tools set up in their project rooms.