Creating and Managing Projects

How to Add a New Project
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
How to Configure Projects
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
Project Status Codes
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
Plan Out Your Program with Projects
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
How to Configure Project Types and Stages
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
How to Configure and Edit Project Custom Fields
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
How to Configure Project Statuses
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
How to configure Project Templates
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 Default Project Types, Stages and Fields
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