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    Create or import a new project
    • 27 Feb 2022
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    Contents

    Create or import a new project

    • Updated on 27 Feb 2022
    • 1 Minute to read
    • Contributors
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    Article Summary

    This article applies to BOOST EMPOWER licenses

    Purpose of the article

    Cooperlink is a project-oriented application. To be able to use a project it is necessary to create it beforehand.

    Project space vs workspace?
    For more information on the subject, go to article Définition des espaces projet et de travail

    Prerequisite

    The creation of a project space requires the Project Manager right or the Administrator right. Please inquire with your IT referent.

    Procedure

    Create or import a new project

    To create or import a new project, 

    • from the main screen, click the red button, then Create Project or Import Project
    • from any screen, click Spaces button, then Create Project or Import Project

    Create an empty project

    Complete the form with the name of the project, its short name and a cover photo.

    Choose a representative short name!
    Use your internal project reference or a representative and unique project code name. This short name will appear as an identifier of the tasks (e.g. OB-1). It will also be used as a filtering criterion when searching for the project library start directory.
    This short name cannot be changed afterwards!

    Import a project

    Select the project from the list that appears. You can also filter the list based on the project's abbreviated name or name.

    Configure the project

    To configure or verify the configuration of your newly created project, go to Configurer un nouveau projet en mode manuel (+ checklist)

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