Creating a project

This task describes how to create a project in Contenta Web.

Before you begin

You must have ProjMan or SysAdmin permissions to create a project.

About this task

Each project has one user assigned as the project creator and manager at creation. Additional ProjMan users can be assigned to a project. Both the ProjMan and SysAdmin have the necessary permissions to create and manage projects; however, the ProjMan is typically responsible for these tasks.

The ProjMan must have access to the container that houses the parent projects so he or she can create the projects in the container. The SysAdmin copies the container onto the ProjMan desktop. The SysAdmin can copy the configuration onto the ProjMan’s desktop; the ProjMan can then create the project container in the configuration.

The following is a list of the tasks necessary for creating a new project:
  • Create a ContentRoutingProject or a standard Project object in the desired container
  • Define the project team members—make the user-role assignments (optional, depending on the workflow template assigned to the project)
  • Populate the project by linking objects into the project container
  • Forward the project to the first task in the workflow

Procedure

  1. In the tree view, right-click a configuration or container object, click more, click New Object, and then click ContentRoutingProject or Project (for a standard Project).
  2. In the New Project window, enter the following information:
    OptionDescription

    Name

    Enter the name of the project.

    This is a required field.

    Creator

    Leave blank, this is a non-editable field—Contenta Web automatically inserts your login name in this field after you click OK.

    Due Date

    Optionally, enter the date the project is due. Use the MM/DD/YYYY format .

    Workflow Template

    WF_write_review (the default entry) is selected.

    From the drop-down menu options, click the name of the workflow template you want applied to the project .

    Current Routing

    Leave blank, this is a non-editable field.

    Each time you forward a project, Contenta Web updates the current routing field.

    Routing History

    Leave blank, this is a non-editable field.

    Each time you forward a project, Contenta Web updates the routing history.

    Access Level

    Enter the security access level of the project (defaults to secure) from the drop-down menu options.

    Contenta users with an access level lower than the level specified cannot view or access the project.

  3. Click OK.