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Creating your projects

Creating a new project

To start creating your project from scratch, select “New” from the project list.

Editing a project

You can continue working on a project you started earlier or start working on a template project, by clicking on the project and selecting “Open” from the drop-down menu. 

Creating a copy of your project

Click on your project and select the “Duplicate” option. Now, you can make changes safely on your copy or keep it as a back-up project.

Managing your project settings

Project settings is where you can manage the project tags, its description and its parameters. To access your project settings, click on your project and select Settings from the drop-down menu. 

  1. Project tags

    They are keywords you can assign to a project to easily find it in the Solution Builder Project List by filtering your search accordingly.

  2. Project description

    It allows you to add a project description in the corresponding field and explain the purpose and objectives of the project.

  3. Project parameters

    It allows to enter specific values in the fields that a team admin has pre-defined (e.g. Project Number, Client Number, Client ID, etc.)

Updated on August 6, 2018

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