Create a Project from a Template with CDM Stages

This guide outlines the process of creating a new project using a previously configured project template that includes Continuous Delivery Management (CDM) stages. By leveraging the project template, you can ensure that your project has a solid foundation, including pre-configured stages that align with your organization’s workflow.

When to Create a Project

• When you need to initiate a new project with predefined stages and structure.
• When you want to standardize the project creation process by using a template that includes CDM stages.

To Create a Project:

1. Click on the Projects Tab in the Navigation SideBar.
2. Click the + Add Project button in the top right corner. A new page will open.

3. Name your Project. Give your project a specific name according to your organization's naming conventions (e.g., "Non-IT RFO CMAS: Training Materials").
4. Assign your Project a Number based on your organization's numbering system.
5. Select the Project Template with the Configured CDM Stage. Choose the appropriate project template that includes the CDM stages needed for the project.
6. Add the Description or Purpose. This ensures that your project it is easily identifiable within your system.
7. Determine Project Member Management:

• Global Project Members: Assign roles to collaborators across all stages of the project at once.
• Global and Stage Based Members: Assign roles to collaborators for each stage individually, allowing for different roles in different stages (if applicable).

8. Save your changes.

See Also

To complement your knowledge of this process, check the following pages:

• Add a Collaborative Document Management (CDM) Stage to a Project Template
• Add Collaborators to a Project
• Add Collaborators to a CDM Stage in a Project
• Edit Documents in CDM
• Manage Sections in a CDM Document