Creating a New Project

Last updated on 2020-10-04 10:54:30

What is a Project?

A project is the highest level of information in the Sortd structure. It groups relevant changes together in one place, enabling user access controls and reporting.

Creating a New Project

  1. Navigate to Sortd and log in as a Super User Login
  2. Select "Project" from the "+" menu on the top bar New Project
  3. Select the Project Template to use, use the Project Sizing Wizard, or create a new Project Template Select Template See: What is a Project Template?
  4. Enter all relevant details for the project, including the project lead and project team (this will determine who is able to access the project and all associated changes/assessments) Project Details
  5. Click on 'Create'
  6. When successfully created, you will be redirected to the success page Project Created
  7. Congratulations! Your project is created, you can either navigate to the project, or create another one.