If you have project creation rights (PCR) or are a System Administrator, the Create Project button will be available on the Active Projects List screen. To create a new project:
Click Create Project.
Enter the project information into the required fields:
a. Project Name
b. Description
Select a Template.
A project template creates the default folder structure, metadata, project groups and group permissions in projects which are created based on it.
Fill in all other Project information. Project information and options can be modified later through the Edit Project screen (with the exception of the Versioning Enabled setting).
Status and Status info –The status options typically relate to workflow status. These are optional fields.
End Date – This optional field is used to set an end date for the project. This is a visual indicator and has no additional functionality behind it.
Pass-Through Extensions –This field allows you to enter file types that can be stored in the project but that you do not want ProjectDox to process for viewing (e.g., .mov, .avi). Enter file extensions, separated by a comma. These files will be downloaded to the client’s local machine and will be opened as a locally installed application.
Versioning Enabled – ProjectDox will maintain file versions for files uploaded with the same name as an existing file in the project. Once versioning is enabled for a project, it cannot be turned off. Each file version is logged in the original’s history, along with its associated markups. File-level discussions remain available for viewing, editing and adding, regardless of file versioning. The Discussion report will display the version of the file associated with a discussion creation.
Click Save. The new project will now appear in the Active Projects List screen.
