Create a Project

As new projects are started, and more teams are formed, creating additional Projects will be critical to maintaining organization within the Egnyte account.

The article covers all the details on creating Projects and adding a new Project. It also includes best practices for setting up, sharing, and managing Projects by persona.

Who Can Create Project Folders

Administrators and Power Users with Owner permissions or the “can manage projects role” can create a Project or convert an existing folder to a Project.

Projects are available in the Platform Enterprise Lite, Platform Enterprise, Life Science, and GxP plans as well having the Project Control Add-On enabled.  Contact an Egnyte Sales rep or the Egnyte Sales team to get this add-on.

Create a New Project

• Navigate to the folder to create a Project within it.
• Click Create ↓ and select Project from the drop-down. This will create a blank project.
  
  Domains with the Project Control Add-on enabled can also select the From Template option if they wish to create a complete Project structure with templatized permissions.
  
• Enter the Project name and choose a Project Status. The user can optionally add Project ID. Click Save to create a Project.
  
• After the project is created, an additional window is shown where the user can specify project metadata including Customer name, Project description, Address, and more. Users can provide the data right away or just skip the set up and do it later in the project settings section. Any data that is provided will be saved even when the user decides to skip the rest of the set up at some point.
  Project setup wizard is divided into following steps:
  • General - where the user can specify project metadata including Customer name and Project description.
    
  • Timeline - where the user can specify the project start and end date.
    
  • Files - where the user can upload a file with a project logo.
    
  • Address – where user can specify the project location.
    
  • If the Smart Upload feature is enabled, user can specify a Smart Upload folder. Note that if user provided project location in the previous step, the address data will already be prefilled in the Smart Upload settings.
  • Select Save to create the Project.

Convert an Existing Folder to a Project

1. Navigate to the folder you'd like to convert to a Project.
2. Click the three-dots menu ↓ and select Mark as project from the drop-down.
   
   
3. Enter the Project name and choose a Project Status. Users can optionally add Project ID. Click Save to create a Project.
   
   
4. After the project is created, an additional window is shown where users can specify project metadata including Customer name, Project description, Address, Project Logo and more. Users can provide the data right away or just skip the set up and do it later in the project settings section. Any data that provided will be saved even when the user decides to skip the rest of the set up at some point.
   
5. Select Save to save your changes.
6. Users can now manage and share their project folder so other users can access it.
   Alternatively, click on multiple folders and choose Mark as projects from the context menu. This will convert the selected folders into projects.