Create a New Project

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There are several ways to create a project in Sphere XG

  1. Go to the group in which you want to create a project or create a new group.

  2. In the task panel of the Sphere XG Dashboard, select menu entry Projects.

  3. Click the New Project button in the top right corner.
    The New Project form is displayed.

Fields with asterisks in the forms described below are mandatory.

Figure 1-77 New Project form

Figure 1-78 Project Details form

  1. Fill in the form as explained below.

  2. Click Next.
    The Project Details form is displayed.

  3. Fill in the form as explained below.

  4. Click the Create button to create the project.

The new project will be created and is visible on the Active tab of the Projects page with a standard preview image. You can add another image on the project overview page, see Preview Image.

New Project Form

Project name

Enter a project name. If you have at least the Project Admin role, you can change the project name later on the Overview tab of the Projects page.

Group

Select a group to which the project belongs. In assigning a project to a group, you can establish who manages the access to the project. If you decide to move the project to a different group within the workspace later, you can do so on the Overview tab of the Projects page.

Project Manager

You can either enter an email address or select a user or team from the dropdown list. The Project Manager must be a member of the assigned group. For more information, refer to Permissions of the Project Manager Role.

Project Details Form

Client name

Enter the client name. The client can be a customer or a contractor.

Project location

Enter the project location, for example, street, region and country.

Project area

Enter the project area size. In Sphere XG, you can enter this information as additional information.

Project description

Enter a project description.