AssetWise Web Help

To Create a Project

  1. Click the Create new eB Objects icon at the top of the Navigation pane.
  2. In the Add Objects list, click Project.

    The Create Project form opens in the Content pane.

  3. If more than one scope exists in the community, set the scope in which to create the project.
  4. In the Project Code field, enter a unique code number to assign to the project, or enter a numbering mask and click the ? icon to the right of the field to auto-generate the next available project code in the community.
  5. Enter a name for the project in the Name field.
  6. Enter the name of the organization who is responsible for this project in the Responsible Org field.

    This is an auto-complete field, allowing only organizations that actually exist in the community to be entered.

  7. Set Status to:
    • Authorized
    • Planned
    • Cancelled
    • Completed
  8. Enter the name of a class to assign to this project in the Class field.

    This is an auto-complete field, allowing only classes that actually exist in the community to be entered.

  9. Under Options, select what you want to do after the object is created:
    • Edit Object
    • View Object
    • Stay in this screen
    • Add the new object to my basket
  10. Click Save.