Projects for Core Administration

Create a Project:

  1. From HOME, select PROJECTS tab, select You can create a new project yourself
  2. Input:
    • Project name/title
    • Project type
      • This is especially important if you are using projects to provide a subsidized rate
    • Financial account number
    • Project affiliation (this will affect price rate if you are not using project type for subsidy)
      • EXT-FP (For Profit)
      • EXT-NP (Non-Profit)
      • EXT-IA (Tech Transfer or DARTS)
      • EXT-UC
      • UCD
    • Main group attached to this project
    • Project Description
    • Users member of the project (authorizes specific users, from any group, access to use the project)
      • Remove yourself from the user members of the project
      • Making a user a project leader will provide user access to edit group
      • Making a user a project admin will provide user access to edit project details and the financial account
    • Groups members of the project (authorizes all users from the selected group[s] access to use the project)
  3. Select Save

 

Create a project from a project request form:

  1. From HOME, select PROJECTS tab, select Table of all project requests OR from HOME, select Project Creation Requests, select the new request Ref. #
  2. Review provided information is accurate and select Create a project from this request
    • Alternatively, if the information is inaccurate, you may select Reject/cancel this project creation request and have the customer resubmit
  3. Some information from the form will be transferred to the Create new project page automatically
  4. Update Project type*
    • *This is especially important if you are using projects to provide a subsidized rate
  5. Update Project affiliation (this will affect price rate if you are not using project type for subsidy)
    • EXT-FP (For Profit)
    • EXT-NP (Non-Profit)
    • EXT-IA (Tech Transfer or DARTS)
    • EXT-UC
    • UCD
  6. Update Users members of the project (authorizes specific users, from any group, access to use the project)
    • Remove yourself from the user members of the project
    • Making a user a project leader will provide user access to edit group members. (Recommended)
    • Making a user a project admin will provide user access to edit project details and the financial account.
  7. Update Group members of the project (authorizes all users from the selected group[s] access to use the project)
  8. Select Save

 

Edit a Project:

  1. From HOME, select PROJECTS tab
  2. Locate the project your wish to edit, Select Project #
  3. Select Edit this project’s details
  4. Edit the necessary fields and Select Save

*Please note these are standard settings – some facilities may be set up with other options.