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Projects

When to use​

  • Use Projects to review project records available to the active organization.
  • Use it to review project details and updates.
  • Use it to create, edit, or delete project records when you have administrative access.

Before you start​

  • Confirm the active organization.
  • Viewing projects can be available to all roles.
  • Creating, editing, and deleting projects require administrative access.

Step by step: review projects​

  1. Open Settings > Projects.
  2. Use the list to review name, description, creator, and last update.
  3. Use pagination when there are many projects.
  4. Click the view action to open details.

Step by step: create a project​

  1. Click New Project.
  2. Enter the project name.
  3. Enter a description.
  4. Save.

Step by step: edit a project​

  1. Find the project.
  2. Click the edit action.
  3. Update name or description.
  4. Save.

Step by step: delete a project​

  1. Find the project.
  2. Click the delete action.
  3. Read the warning.
  4. Confirm only if the project is no longer needed.
warning

Deleting a project is permanent and cannot be undone.

Understand the screen​

ItemWhat it means
NameProject identification.
DescriptionShort explanation of the project purpose.
Created byUser who created the project.
Last updatedMost recent change date and time.
ActionsView, edit, or delete according to your permission.

Expected result​

The project list should show the created or updated project, or remove a deleted project after confirmation.

Tips and common issues​

  • If New Project does not appear, confirm your access level.
  • If a project is missing, confirm the active organization and clear filters.
  • Delete only projects that are no longer required.

See also​