Add Project

Add Project — Create a New Project

Overview

The Add Project page is where you create a new project, upload an image, write a description, assign modules, set an owner, and invite participants. Each labeled area (A–I) in the screenshot below corresponds to a specific function explained in this guide.

Legend

• A – Public ID
• B – Name
• C – Document ID
• D – Image Upload (My Drive / Storage)
• E – Description (Rich Text Editor)
• F – Assigned Modules
• G – Owner & Change Owner
• H – Participants & Add Participant
• I – Action Buttons (Save, Apply, Cancel)

Section Details

A – Public ID
Optional identifier for public or shared references. It can be system-generated or manually assigned.

B – Name
Required field for the project’s name. Appears in lists, dashboards, and search.

C – Document ID
Optional link or internal ID used to connect this project with related documentation or records.

D – Image Upload
Upload a project image using one of the options:

• Select File – Upload from your local device.
• My Drive – Choose an existing file from your drive.
• Storage – Select from cloud (Amazon) storage.

E – Description
Write a description for your project using the rich text editor. You can format text, create lists, insert tables, add links, or apply headings.

F – Assigned Modules
Select which modules are active for this project:

• Compliance Case
• Life Cycle Manager
• SIL Master
• QID Master

G – Owner
Displays the current project owner (profile photo + name). Click Change Owner to assign the project to another user.

H – Participants
Shows current project participants. Click Add Participant to invite additional members.
Note: The number of projects is unlimited.

I – Action Buttons

• Save – Saves and keeps you on the page.
• Apply – Saves and applies changes immediately.
• Cancel – Discards unsaved changes.

Tips

• Use short, descriptive project names.
• Add a clear image for easy recognition.
• Assign only relevant modules to avoid clutter.
• Use formatting in the description for clarity.
• Review owner and participants regularly.