{"id":33989,"date":"2017-05-19T22:49:00","date_gmt":"2017-05-20T05:49:00","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/33989\/how-to-create-a-project-in-topteam-using-advanced-wizard-via-web\/"},"modified":"2018-12-06T23:12:01","modified_gmt":"2018-12-07T07:12:01","slug":"how-to-create-a-project-using-advanced-wizard-topteam-web","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/33989\/how-to-create-a-project-using-advanced-wizard-topteam-web\/","title":{"rendered":"How to create a Project using Advanced Wizard (TopTeam Web)"},"content":{"rendered":"<p><!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Overview<\/h3>\n<div class=\"StepInstructions\">\n<p><i>Create New Project Wizard <\/i>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 project.<\/p>\n<p>This article explains the steps for creating a project using <i>Advanced<\/i> <i>Wizard.<\/i><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Who should read this?<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>TopTeam Project Admins<\/li>\n<li>TopTeam Users<\/li>\n<li>TopTeam Administrators<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Create a Project using Advanced Wizard<\/h3>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 1. Go to Repository Explorer and click New Project using Wizard<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34849-media_1486466997185-1.png\" width=\"631\" height=\"500\" alt=\"wpid34849-media_1486466997185-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 2. Create New Project Wizard opens, choose the option to create a new Project<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34850-media_1486467642991-1.png\" width=\"800\" height=\"560\" alt=\"wpid34850-media_1486467642991-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 3. Choose the Advanced Wizard option<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34855-media_1486531264622-1.png\" width=\"800\" height=\"559\" alt=\"wpid34855-media_1486531264622-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 4.  Enter Project Name and Description (optional)<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34856-media_1486531515803-1.png\" width=\"800\" height=\"613\" alt=\"wpid34856-media_1486531515803-1.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><strong>NOTE<\/strong>: While creating a project, you can choose to create your project as a child project of another project. This step is optional.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 5. Select a user as your Project Admin<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34851-media_1486469031201-1.png\" width=\"800\" height=\"560\" alt=\"wpid34851-media_1486469031201-1.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><strong>NOTE<\/strong>: By default, <i>TopTeam<\/i> considers the creator of a project as its <i>Project Admin.<\/i><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 6. Select users to be added as Authors (Internal Users) in your project<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34852-media_1486469285205-1.png\" width=\"800\" height=\"560\" alt=\"wpid34852-media_1486469285205-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 7. Select users to be added as Collaborators (External Users) in your project<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34853-media_1486469517764-1.png\" width=\"800\" height=\"560\" alt=\"wpid34853-media_1486469517764-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 8. Select features that you want to enable in your Project<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34854-media_1486469631169-1.png\" width=\"800\" height=\"560\" alt=\"wpid34854-media_1486469631169-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 9. Select Record Types that you want to enable in your Project<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34857-media_1486531826668-1.png\" width=\"800\" height=\"562\" alt=\"wpid34857-media_1486531826668-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 10. Drag-and drop Record Types to change their display sequence in Repository Explorer<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34858-media_1486532246960-1.png\" width=\"800\" height=\"562\" alt=\"wpid34858-media_1486532246960-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 11. View Action Summary and click Create<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34859-media_1486532577629-1.png\" width=\"800\" height=\"562\" alt=\"wpid34859-media_1486532577629-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 12. Summary of created Project displays, click Finish to complete the wizard<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34860-media_1486532616161-1.png\" width=\"800\" height=\"562\" alt=\"wpid34860-media_1486532616161-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Newly created Project displays in Repository Explorer<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/wpid34861-media_1486532655910-1.png\" width=\"605\" height=\"456\" alt=\"wpid34861-media_1486532655910-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">See Also<\/h3>\n<div class=\"StepInstructions\">\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/33828\/how-to-addremove-record-types-to-a-project-topteam-web\/\" target=\"_blank\">How to add\/remove Record Types to a Project (TopTeam Web)<\/a><br \/>\n<a href=\"http:\/\/www.technosolutions.com\/kb\/33867\/how-to-enforce-turn-on-project-security-topteam-web\/\" target=\"_blank\">How to enforce (turn ON) Project Security (TopTeam Web)<\/a><br \/>\n<a href=\"http:\/\/www.technosolutions.com\/kb\/33882\/how-to-grantrevoke-roles-of-project-team-members-topteam-web\/\" target=\"_blank\">How to grant\/revoke Roles of Project Team Members (TopTeam Web)<\/a><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: December 5th, 2018<\/p>\n<\/div><\/div>\n<\/p><\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 project. This article explains the steps for creating a project using Advanced Wizard. Who should read this? TopTeam Project Admins TopTeam Users TopTeam Administrators Create a Project using Advanced Wizard Step 1. Go to Repository Explorer and click New Project using Wizard Step 2. Create New Project Wizard opens, choose the option to create a new Project Step 3. Choose the Advanced Wizard option Step 4. Enter Project Name and Description <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[50],"tags":[30],"class_list":["post-33989","post","type-post","status-publish","format-standard","hentry","category-topteam-web","tag-project"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-8Qd","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/33989","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=33989"}],"version-history":[{"count":13,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/33989\/revisions"}],"predecessor-version":[{"id":46089,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/33989\/revisions\/46089"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=33989"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=33989"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=33989"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}