Create and activate a project
In the main header, click Create project.
Select your desired project type from the drop-down list.
The Create new Project window opens.
Fill in the required fields (marked with asterisks), then click Create.
The project is created but remains in a Draft state.
Read through the following table for more information about each field.
| Name | Description | Required |
|---|---|---|
| Template | Choose a project template to use, if available. If you select a template, you must define what information to import from the template, including the bill of materials, documents, business processes, and team members. |
No |
| Project # | Enter an identification number for the project. If no number is entered, the project will be auto-numbered as a sequence after the most recently-created project. | No |
| Project Name | Enter the name of the project. | Yes |
| Description | Enter a brief description of the project. | No |
| Customer | Associate this project with a specific customer. This is a way of organizing your projects to make them searchable by their association with a named customer. Customers may only be created by your Tenant Administrator. Note: If no customers exist in your tenant, then a customer whose name matches the name of the tenant is selected by default. |
Yes |
| Parent project | You may create a project as a child of another project using this drop-down list. This is helpful for organizing your projects and sub-projects. You'll be able to identify a project's sub-projects within the parent project's settings. Note: You can only select parent projects that belong to the same customer. |
No |
| Workflow | Select the workflow you want to use for managing this project's lifecycle. | Yes |
Manage a project's lifecycle with workflows
The lifecycle of a project is managed using a workflow. A workflow is a set of statuses and transitions that a project moves through during its lifecycle. A project always begins its lifecycle in a Draft state. However, the project must have an Active status so that its team members can upload data to it and create and start business processes. Once a project is finished, it may be set to Archived or Closed. The workflow determines what happens after the project is closed or archived, and the workflow may be configured by your Tenant Administrator.
Change a project's workflow
If you chose the incorrect workflow when you first created the project, you can change it before you start it. You may only change the workflow if it has not been started.
- Open the Project settings (
) at the bottom of the project sidebar. - Click Edit.
- In the Project Workflow section, select a workflow from the Workflow drop-down list.
- Click Save.
Start a project workflow
When you’re ready to start working on a project, you need to initiate its workflow so that the project can be activated.
- Open the Project settings at the bottom of the project sidebar.
- In the Project Workflow section, click Start Workflow.
The project status is still in Draft.
Activate a project
After your project’s workflow has been started, you can activate the project. The project will remain in Draft until you activate it. It's important to note that as long as a project remains in Draft status, the project will be inaccessible within an Upchain plugin. Further, you won't be able to perform key actions within the project, such as releasing BOM items, until the project is in an Active state.
- Open the Project settings at the bottom of the project sidebar.
- In the Project Workflow section, click Activate.
The project status is now Active.