Kavi® Status Tracker Help

Chapter 21. Add a Project

Overview

The Add a Project tool is used to add a new Project to the Kavi Status Tracker. All available Project Types are displayed. Select the one on which your project should be based. You will be taken to the Project Details tool, which displays the data collection fields associated with this Project Type. Set the Project State and enter other available data. An asterisk indicates that the field is required. As soon as you're done adding project details you can begin to schedule and record activities.

Use Add a Project to:

Add a project so it's status can be tracked.

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How to Add a Project

Select the Project Type on which your new project should be based, then enter the project name and set the values of all required fields and any optional fields for which data is available at this time. When you are satisfied with your settings, click the Add button.

Add

There are only two fields required by default. Most of the data fields will be custom to your organization.

Name

Enter a name for this new project.

Project State

Set the initial value of the Project State (e.g., 'Proposal').

Done

You've just added a new project and the Project Details page is displayed so you can set the Project State and other details. Once this is done, project activities can be scheduled at any time.

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