Add The New Project

Navigate to Projects -> project

Click Add Project

Or Edit an existing project by clicking on the green button

Fill in the Project Name and description

All projects must have unique names


Assign Editors

These are the people on your team that have access to the project and reports

Assign Teams Shared with 

These are the teams (reporters) that will report to the project owner. Reporters will not see projects or reports unless they are assigned

Select the teams - 

click shift or control/command to you can select many

Click Add to list to add the teams to the list

Save the Project

Your Project should now be listed on the project dashboard

Now Set up your reports

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