Project are a high level description of what the user requires. They are usually assigned to requirements or requirement items. However can be stand alone items.
Create New Project¶
Click on the New Object in the menu, and select the New Project option
The New Project page will load
Add in a project title - this should be short and descriptive. This piece of information will be viewable from the dashboard and any searches.
Add in a detailed description of the project. This can contain as much information as required by your team (up to 100,000 characters).
Search for the organisation that is associated with this project. If they are not in the list, you can start typing out their name. The search functionality will start working 2 seconds AFTER you have stopped typing. For best results, you could partially type out the name.
Define the project’s start and finish date. Both these fields can be set into the future, or backdated if needed.
By default NearBeach will include your associated groups. Remove any of these groups if they are not needed. Type in the group name in the search bar to find them.
If you have not added a group that you are in to the project, you might lose access to the project. This is a security FEATURE.
- Click on the Create New Project button. You will automatically be taken to the project information page.
Search for Project¶
You can either search for a project using the search bar at the top right of the page. Alternatively you can use the search all functionality, but click on the menu Find Objects then selecting List all.
A new page will be shown with all the results of that search. You can use the search bar at the top of this page to filter down.
Edit a project¶
You can edit a project by click on any Project card on the dashboard, or by searching.
Closing a project¶
Only users with a “Edit” functionality can close a project.
You can easily close a project by either
- Change the project status to closed then save
- Click on the Close project button
Please note - there is not an easy way to reopen a project once closed. Your system administrator will have to do this for you.