Project Profiles can be created to give you and your internal team information such as goals, release dates, etc. about any project you run.

Create a Project Profile

From the Community Homepage:

  1. Click the Community Tools link in the left-hand menu.
  2. Click the Configuration link in the left-hand menu.
  3. Click the Project Profiles button in the Enterprise Features area.
  4. Click the Create a New Project Profile link at the bottom of the table.
  5. Complete the Basic Options, Team Access, and Advanced Options as desired.
  6. Click the Submit button at the bottom of the page.
  7. Click the Create a Form Element link at the top of the form.
  8. Select the desired Element Type and then fill in the settings for that Element.
  9. Click the Create Element button at the bottom of the form.
  10. Repeat steps 7 - 9 above until you have added all desired Elements.
  11. Click the Return button when satisfied to complete the process of adding Elements and return to the form.
  12. Click the Activate Project Profile button at the bottom of the page.

You have successfully created a Project Profile.

Modify a Project Profile:

Click Here to view a video of the process designed to accompany the steps listed below:

From the Community Homepage:

  1. Click the Community Tools link in the left-hand menu.
  2. Click the Configuration link in the left-hand menu.
  3. Click the Project Profiles button in the Enterprise Features area.
  4. Hover over the table cell of the desired Project Profile and click the   icon.
  5. Make changes to the Basic Options, Team Access, and Advanced Options as desired.
  6. Click the Submit button at the bottom of the page.
  7. Hover over the table cell of the desired Project Profile and click the pencil  icon.
  8. Click the Modify link beneath the Element you would like to change.
  9. Make desired changes, then click Update Element.
  10. Repeat steps 8 - 9 for each Element you would like to change.

You have successfully modified a Project Profile.

Remove a Project Profile:

Click Here to view a video of the process designed to accompany the steps listed below:

From the Community Homepage:

  1. Click the Community Tools link in the left-hand menu.
  2. Click the Configuration link in the left-hand menu.
  3. Click the Project Profiles button in the Enterprise Features area.
  4. Hover over the table cell of the desired Project Profile and click the X icon to the right.
  5. Click the Archive link to confirm the removal of the Project Profile and all associated data.

You have successfully Archived a Project Profile.

Requirements

  • Manage Community Role
  • Project Users will need the Access Project Profiles and Manage Project Profiles roles to work with this form in a given Project.

Notes

  • Once created and active, Project Managers that have access to modify the Project Profile will be able to add details to their Project Profile automatically using the form that you built above.
  • Project Users with the Access Project Profiles and Manage Project Profiles role within a given Project will be able to view and modify the Profile for that Project. This form type is unique in that it is built within the Community, but viewed and modified within Projects.
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