General Settings (Project)

You can create a new project based on a template or from scratch. After you create a project, you can modify its general settings. Click Finish after you are done configuring the project settings.

For a step-by-step procedure on how to create a project, see Creating a Project.

This topic describes the following:

New Project Settings
General Settings

 New Projects Settings      

Setting
Description

New Project Options

Select whether you want to:

  • Create an empty project
  • Create a template-based project.

Project Template

Template-based projects only. Available only when you select Create a template-based project.

Click Browse to locate the project template on which to base the new project.    

Date-Shifting Method

Template-based projects only. Indicates the method of shifting project dates based on the base date of the project. The methods are:

The date-shifting methods cannot be changed in this editor. You must change the settings in the General Settings Editor of the Project Template.  

Template Base Day

Template-based projects with date-shifting methods only. Indicates the base date of the template.

This information comes from the template on which you are basing your project. Collaboration uses this when copying dates from the template to your new project.   

The template base day can be changed in the General Settings Editor of the project template.

Project Start Day/Week/Month

Template-based projects with date-shifting methods only. Specify when your project should begin. Click to select the date, or use the drop-down list to select the month.  

Click date-shift calculator to determine how dates will be shifted when you create a project based on a project template.

Invitees

Click Invitees to invite users to the project.   

Attachments

Click Attachments to attach files to the projects.

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General Settings

Settings
Description

Name

Type no more than 100 characters to name the project.

Language

Choose the default language for the project from the list. Collaboration uses the language information when indexing the project for searching.

Description

Optional. Type no more than 1,000 characters to describe the project. The description is indexed for searching.

Image URL

Optional. Location of a small image (300 pixels wide x 200 pixels high) to place on the Project Overview page.

Status

Select the status of the project.

  • From the drop-down list, select the portion of the project that is completed.

  • Select the risk indicator for the project. It can be:

No Risk
Moderate Risk
High Risk

As work on a project progresses, the Project Leader should change the status of the project.

Project Size

If you want to enforce a maximum size for the project, select the check box and type a number in megabytes.  Uploading a document fails if the project size exceeds the maximum limit. You cannot type a number that exceeds the project size that the administrator sets for all projects on the Miscellaneous page of Collaboration Administration Utility.

 
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