Creating a Project

There are two ways to create a project in ELMA:

click Add Project in the Projects section (fig. 1);

Fig. 1. Projects section. Add Project button
click Create Project on the page of the required project type (fig. 2). To open the project type template page, go to Administration – Projects+ , select the required project type and click Page Template in the top menu. To go to this section, you have to have the access permissions.

Fig. 2. Project type template page. Create Project button

When you create a project in the Projects section, a dialog box opens (fig. 3), where you have to select the type of the created project (if there are more than one project type in the system).

Fig. 3. Dialog box for selecting a project type

There are two ways to select a project type:

click in the drop down list. This list displays all the project types in the system, to which the current user has access. To proceed to the next step, click Create;
click on one of the recently used project types below the type selection form.

After you have selected the type of the created project (or as soon as you click the Create Project button, if there is one project type in the system), a page for creating a project will open (fig. 4), where you have to fill in the required fields. Project creation form depends on the project type settings.

Fig. 4. Page for creating a project of the Project type

Project creation page includes two units.

Project Settings unit

Name * – name of the created project. If the project name template is configured in the project type settings this field will be completed automatically. You can enter the name manually. This field is required.

Start Date * , End Date * – start and end dates of the project. These fields are required.

Manager * – select the project manager. You can select only one user as the manager. This list displays all the system users. The field is required.

Calendar unit

Calendar – select a calendar for the project working hours and days off. Depending on the selected calendar type (Business Calendar, Common, Personal), the project creation form changes. To learn more about the project calendars, see the respective Help section.

To save the changes, click Save or Save and import in the top menu. After that, the project page will open.

When you create a project, its public channel is created automatically. To create messages in this public channel, the user has to have access permissions. The project administrator, manager or supervisor assigns the access permissions on the projects page, by clicking Actions – Access Permissions in the top menu.

Additional parameters unit

This unit is displayed if automatic creation of document folders is disabled in ELMA Designer – on the project type page – on the Description tab. By default, this option is enabled and the unit is not displayed.

Folder – select the folder, which will store the project documents.

Budget Folder – select the folder, which will store payment documents of the project.

To select a folder, click

. You will see the folder selection dialog box. To clear the field, click

Copy Folder Structure from Template – copy the structure of the folder with documents, added to the template of the current project.

Top menu buttons

	Save the project.
	Save the project and import project plan tasks from MS Project (.mpp or .xml file).
	Cancel creating a project.