Getting Started Guide

Create a Project for a Portal

Zoho Projects offers a user friendly interface using which you can create projects in a matter of minutes. The portal owner, administrator and manager have the privilege of creating projects and adding user roles.

Note:

  • Currently, we do not support sub projects in our project management.

 To create a project:

  1. In Projects, click New Project.
    Home Tab
  2. In Project Name, specify a name for the project.
    Project-newproject
  3. In Choose a Template, select the required template.
    • If you create a project from an existing project template, the Project Start Date option is enabled.
  4. In Project Start Date, select a start date for the project.
  5. In Project Overview, specify a brief summary about the project.
  6. In Owner, select the project owner.
  7. In Group Name, select a project group to associate the project.
    • If required, hover over Group Name, and then click Add New Group to create a new project group. You can create a new group only if you are the Admin.
  8. In Project access, indicate the project access privileges.
  9. Click Add Project to add a new project.

This creates a New Project with a project overview

Note: If you create a project from an existing project template, the Project Start Date option is enabled. Since the Shift Date option was unmanageable in calculating the days of the tasks and milestones, we have now enabled the Project Start Date to select dates.

For Example: In a project template, Task A has Start After as 2 days and a Duration of 5 days, then by selecting a new Project Start Date as Jan 15 2013, the Start Date of Task A will be shifted to Jan 17 2013 and the End Date will now be Jan 22 2013. The newly selected Project Start Date will automatically shift all your milestones, tasks, subtasks, forums and documents in the selected project template.

Related Topics

Edit / Archive project

 

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