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Projects

Create New Project

TIP

A project is a customer-owned entity. Therefore, the customer must exist prior to project creation.

check here to Create a Customer

  • Open Django Administration Panel
  • Under the project Section, you can see Projects, it will take you to the project list.
  • In the top right of the project list, you can see ADD PROJECT button. that will take you to new project form

New Project Form

Create Project Form

TIP

  • Name & Customer are required fields

Assign a role to the user for the project

In either the Create New Project or Edit Project form, there is a PROJECT ASSIGNEES section at the end.

  • click Add another Project assignee button
  • In the new form, you can select a user and define their role. Project Assignee Form
  • after that, click Save button in the end of the page