Item Bank administrators can add new projects to their Item Banks.
Create a new project
- Select the Manage Item Bank → Projects menu to access the Project page.
Click the Add Project button to create a new project.
- When a window such as the one above is displayed:
- Enter a name for the project in the Name field.
- Assign a Project Manager from the Assign Manager drop-down list.
- Click Submit. To cancel adding a project and return to the previous page, click Cancel.
Edit a new project
- Select the Manage Item Bank → Projects menu.
- Click the
Edit icon beside the project name in the project list.
- When a window like the one above is displayed:
- Enter a new name for the project in the Name field.
- Change the Project Manager as required in the Assign Manager drop-down list.
- Click Submit.
Make a copy of an existing project
- Click on Manage Item Bank → Project.
- Click the
Copy icon next to the project you wish to copy.
A new copy of the selected project is created. This copy can be used independently of the original project.
Create a new project with the same name as that of a deleted project
- Select the Manage Item Bank → Project menu.
- Select a project you want to delete, and click Delete.
A pop-up window is displayed to confirm deletion of the project. Click OK to delete.
Create a new project with the same name as that of a deleted one.
Show archived projects
By default, only Active, In Setup, or Closed projects are displayed on the Manage Item Bank → Projects page. To view Archived projects, click the Show Archived option. Now all projects are displayed.
2 Comments
EDI Client User
Should include instructions about the icon that changes the project status to "In Se
tup."
Scott Bublitz
Thank you for the suggestion. That information has been added to the "View Projects" page.