Enterprise - adding, editing or renaming Projects or Project Groups

Enterprise Administrators are the only team members who can add or edit Projects.

To perform any of the below functions first login to all Projects and click on Manage -> Enterprise

To add a new Project - click on the plus icon in the Projects dock, add the Project name and select the Project Groups to assign it to.

To add a new Project Group - expand the Project Groups dock and click on the plus icon.  Enter the new Project Group name and optionally select another existing group to categorise it under.  

To rename or delete a Project Group - click on the Project Group name in the Project Groups dock, change the name and save it, or delete the group as required.

To rename an existing Project or reallocate it under a different Project Group  - click the magnifying glass beside the Project name in the Projects dock.  Then rename it and/or recategorise it under a different Project Group.

Note:  to avoid confusion, please give all Projects and Project Groups clear names and avoid duplication of names.

Cancelling or Archiving Projects - these functions are performed by Consultation Manager staff - see here for more information 

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