Creating and Managing Projects
To create a new Project go to Projects and click Add New Project. On the New Project page add relevant project information such as Project Ti...
Mon, 24 Apr, 2023 at 4:36 PM
To configure and customize your projects go to Click on Site, then Site Admin, then Project Configuration. On the Projects Configuration page you can ...
Mon, 8 Jul, 2024 at 5:28 PM
Site Administrators may also manage project statuses so that they align with your organization's goals. Editing your Project Status Codes 1. Go t...
Tue, 30 May, 2023 at 8:37 AM
Projects are a great way to aggregate interactions, articles, influencers, participants, documents, and notes into one consolidated place. Keep track of pro...
Wed, 17 Apr, 2024 at 6:28 AM
1. Please request assistance from the Customer Experience team to get Project Manager Types and Stages configured. There will be a varying level of eff...
Mon, 8 Jul, 2024 at 5:27 PM
Go to Site > Site Admin > Project Configuration > Custom Fields tab. Here you can Add, Edit, and Search for Custom Fields. To Disable or ...
Mon, 8 Jul, 2024 at 5:27 PM
Project Status Codes have been moved from their own navigation item into the Project Configuration area. Go to Site > Site Admin > Project Configur...
Mon, 8 Jul, 2024 at 5:28 PM
In Project Manager, a Template is simply a layout for how Custom Fields are displayed when viewing projects of different Types. Each Project Type can have o...
Mon, 8 Jul, 2024 at 5:28 PM
Project Manager is the name of the enhanced version of the Projects functionality in ARchitect. It helps you improve workflow consistency and data integrity...
Mon, 8 Jul, 2024 at 5:28 PM