Create a Project in Vault

Vault projects allow you to organize and manage all project related data in one seamless interface.

Follow these steps to create a project in Vault.

1. Create a new folder category that communicates the intent of your project folder. In addition, you can associate User Defined Properties with it as well.
2. Identify a location in your Vault folder structure that you would like the project to reside.
3. Create a new folder, name it, and assign it to a folder category.
4. Add new project data to the newly created project folder.
5. Use project links to include your existing data without actually moving the files to the new folder.

Now that you've created a Vault Project, here are some simple ways you manage the project data:

• Download (link) - All project data can be downloaded with a single command. You can customize your settings to ensure that you download only the data that you need.
• Project Report (link) - Create a dashboard of your project using the fully customizable report templates.
• Property Edit (link) - Edit properties for all Project data.
• Change Lifecycle State - Manage the status and security of your project using lifecycle states.