How do I create a New Project?

Creating a new Project in CM4 is very similar to creating any type of new Record.

Required System Role: Enterprise Admin

To create a new Project, click [+ New] (1) and select Project (2).

Enter the name of your Project (3), and the Project Time Zone (6) and, if required, add a Project Group (4) for this Project to sit under in your Project tree.

With all of the details of your Project populated, click [Save] (5).

Your Project Record has now been created and will be visible in your main Project tree, however, is not yet available for general use, including adding it to a Team.

Next, refresh your browser.

You can now add your Project to Teams, including any All Projects Teams you may have.