Creating a Project

Note: Creating a project in PRIVV requires the user to create a Budget Template, a Schedule Template, and a Workplan Template. Ensure you view those tutorials before creating a project.

1. Click New to start a new project. This will open a pop-up window.
2. Select a Department or Client, depending on your version of PRIVV.
3. Enter the Project Name. This will automatically generate the Project Slug in the box below.
4. Enter the zip code. 
   1. Note: The zip code affects widgets on the project Dashboard and other information, so enter the zip code accurately.
5. Select the Project Type.
6. Select the Project Sub Type. 
7. Click the arrow to move forward.
8. Select the Budget Template you wish to use.
9. Click the arrow to move forward.
10. Select the Schedule Template you wish to use.
11. Click the arrow to move forward.
12. Select the Workplan Template you wish to use.
13. Click the arrow to move forward.
14. Click on the project to view the project tools and dashboard.