To create a Project in docu tools, you must either be an Organization owner or have received the appropriate permissions in License management.
Instructions
Click on
My projectsin the left menu.Click on the Function button
New Projectwith the briefcase icon and the orange plus.
In the Pop-up window, assign the Project title.
Optionally, you can select a target Folder from the drop-down menu. (Note: Folders must be created in advance.)
Choose whether you want to take on the Role "Project admin" or no Role in the Project.
Click on
Create.
You have now successfully created a Project and can continue working by Importing the first Plan.
Special Case: No Role in the Project
If you select "No Role" in step 5, you are not a Member of this Project. Typically, this is used in larger organizations where a person from the administrative area sets up the Projects for the project managers and is not involved in the Project themselves. If you are actively working on the Project, avoid this setting and always choose the Role "Project admin" for yourself. Otherwise, you will not see the Project on your mobile devices and can only Edit it in the Web app. You will also not receive Notifications in the Notification Center.
How to determine if you are a Member in your own Project
In the view "My projects", you will see all your Projects listed. In the column My Role, your Role in the Project is displayed. If the Field is empty, you are not a Member of this Project.
To add yourself as a Member later: 1. Open the Project. 2. Go to the view Members. 3. Click on Invite Members. 4. In the drop-down menu in the Field next to the envelope icon, select yourself. 5. Assign yourself the Role "Project admin". 6. Click on Invite.
If the Role does not appear immediately in the List, refresh your browser window. Depending on the internet connection, it may take a few minutes for the Project to appear in your Projects list on your mobile device. Now you can Edit your Project on your mobile device.
Special Case: Large Project with Multiple Buildings
If you are managing a Project that includes multiple buildings, we strongly recommend creating a separate Project for each building. Otherwise, the volume of data "explodes" and synchronization takes an extremely long time, even though maybe only 5 pins were set in one building. This leads to error messages and frustration, which can easily be avoided by dividing the Project into manageable building sizes.