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WebCenter
6. The Project Template, Customer Company and Customer Location fields should now contain
a list of the WebCenter Project Templates / Customer Companies / Customer Locations visible
to that Project Manager.
Choose the Project Template, Customer Company and Customer Location of your choice.
7. Click Launch.
4.10.2 Editing Projects
Project Managers can:
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edit the project's general information in the Project Details > Project Information page,
add specific information to the project, like characteristics and attributes,
update the links to documents in the Project,
change the Project status.
Note: Only Administrators can save Projects as a template, so that other Projects can be created
based on it. See the Administration Guide for more information.
Add a Salesperson
Project Managers can associate a Salesperson with the project. This can be any user in the system,
but has no specific rights in the project.
1. On the Project Details page, click Project Information.
2. Click Salesperson.
3. Select a salesperson and click Finish.
4. Click Save.
Note: The salesperson does not gain access to the project unless he/she is invited as a user,
Project Manager or is part of the Admins group.
It is possible to search for all projects associated with a certain salesperson across WebCenter.
Specify Project Characteristics
1. Log in as a project manager.
2. Open the Project whose Characteristics you want to specify.
3. Click Characteristics.
4. Select the checkboxes of the desired Characteristics. The selected Characteristics will appear
in the list of Characteristics. Click the + plus sign next to a Characteristic to see its children
Characteristics.
5. Click Change. The selected Characteristics will be associated with the Project.
To remove Characteristics from a Project, do the same as described above, but deselect the
checkboxes of the Characteristics to remove them from the list.
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