Converting a Project into Library Project
Overview Library Projects are those which are used as reference projects, from where records can be reused. There can be different Library Projects for different type of artifacts, e.g. …
Tag: Project
How to mark a Project as Project Template
Overview In this article, you will learn how to make a Project Template so that it marks as a template for creating similar kind of projects. You may need …
How to add Collections in a Project
Overview A Collection record is a group of different types of artifacts. You can add related records of included record types in a Collection using Collection Editor. This article …
Video – Getting Started with Project Editor (TopTeam Web)
In this video, you’ll learn: Opening Project Editor User Interface of Project Editor Editing Project Properties Adding and removing Team Members from the Project Adding and removing Record Types …
How to create a Project using Project Template (TopTeam Web)
Overview Create New Project Wizard helps you in creating a project using an existing Project Template. Project Templates are specific to a TopTeam Project and are tailor made for …
How to create a Project using Quick Wizard (TopTeam Web)
Overview Create New Project Wizard helps you in creating a project step-by-step, with basic or advanced configuration options. You can either create a root project or create a child …
How to create a Project using Advanced Wizard (TopTeam Web)
Overview Create New Project Wizard helps you in creating a project step-by-step, with basic or advanced configuration options. You can either create a root project or create a child …
How to configure Project Security (TopTeam Web)
Overview When you create a new project in TopTeam, by default the Project Security restrictions are OFF. In other words, all project Team Members are able to edit any …
How to grant/revoke Roles of Project Team Members (TopTeam Web)
Overview Roles represent a job function or a group of users. In TopTeam, Roles are used for consolidating security permissions as well as for workflow. We recommend that you …
How to enforce State Transition Rules on a Project (TopTeam Web)
Overview State Transition is a process of updating the State field of a record from one state to another. Once you enforce State Transition Rules on a project, then …