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
- Navigate to Sortd and log in as a Super User
- Select "Project" from the "+" menu on the top bar
- Select the Project Template to use, use the Project Sizing Wizard, or create a new Project Template See: What is a Project Template?
- 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)
- Click on 'Create'
- When successfully created, you will be redirected to the success page
- Congratulations! Your project is created, you can either navigate to the project, or create another one.