Creating a New Project
After you access the Project Management module, you create a new project to manage the product (application) development throughout the development life cycle. When you create a new project, you define its timeline by selecting the project’s start and end dates. During the product development life cycle, you can also change the project timeline.
To create a new project:
- On the Project Management page, click Create Project to display the Create Project dialog box.
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- In the Create Project dialog box, enter or select values in the related boxes as follows:
Box/Field | Description |
Name | In this box, enter the project’s name (for example, HDFC Loan App Project). |
Description | In this box, enter a brief reason to create the current project. |
Planned Start Date | In this box, click the calendar icon to select the start date (for example, 20 Jan, 2025) of the project. (To define a project’s start date, click here to see the screen capture.) |
Planned End Date | In this box, click the calendar icon to select the end date (for example, 21 Mar, 2025) of the project. (To define a project’s end date, click here to see the screen capture.) |
- After you enter the details of the new project in the Create Project dialog box, click Create to create a new project.
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How to Create a New Project (View to Learn)
Viewing Project Details
After you create a project, you view its details as follows:
- On the Project Management page, search and find the project.
- After you find the project (for eexample, AU trial), click its record to display the Info panel.
- The Info panel displays the following details of a project:
- Name of project
- Open Project link to display the list of uploaded document
- Planned start date of the project
- Planned end date of the project
- Name of user who created the project
- Date and time at which the user created the project
- Recent Documents area that displays the list of documents uploaded under the project
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Editing Project Details
This feature allows you to edit details of an existing project. When you edit details of a project, you can edit the following:
- Description of the project
- Planned start date of the project
- Planned end date of the project
While editing the project’s details, you cannot change the project’s name. To edit details of a project:
- On the Project Management page, see the list of existing projects.
- In the list of projects, search and find the project to edit its details.
- After you find the project, see the three-dot icon (
) to the right in the row of its record.
- After you find the three-dot icon (
), click it to display a context menu.
- In the context menu, click Edit to display the Edit <<project name>> dialog box.
- In the Edit <<project name>> dialog box, you can edit the following values:
- Click in the Description box and then edit its description.
- Under Planned Start Date, click the canendar icon (
) to display the calendar.
- Under Planned End Date, click the canendar icon (
) to display the calendar.
- After you edit details of the project, click Update in the Edit <<project name>> dialog box to apply new changes to the project.
Deleting a Project
You can delete a project when you do not require that project or you have created a project with the wrong project name or project’s details. To delete a project:
- On the Project Management page, see the list of existing projects.
- In the list of projects, search and find the project to delete it.
- After you find the project, see the three-dot icon (
) to the right in the row of its record.
- After you find the three-dot icon (
), click it to display a context menu.
- In the context menu, click Delete to display the Delete <<Project Name>> dialog box.
- In the Delete <<Project Name>> dialog box, you can do one of the following functions:
- Click Delete to delete the project from the list of projects
- Click Cancel to abort the deleting process.