Project Options Drop-Down

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TABLE OF CONTENTS

• Options
• Mandatory Information
• Favorites

When creating or updating a project, users with the appropriate access permissions can select additional options.

1. Submit as a New Project. This allows you to make changes to an existing project and submit it as a new project. 
   
   
2. Create a new Project Template. Select this to create a reusable template, ideal for standardizing highly repeatable processes. 

   
   

   Give the template a name and click Create.
   
3. Project Clone. Choose this option to duplicate the project in its exact format, allowing for quick replication without starting from scratch.
4. Delete this Project. Click this option to remove the project from the system permanently. 
5. To exit the edit screen without saving changes, click the X.

Mandatory Information

Any mandatory information required by the template is marked with red asterisks.

Favorites

You can filter your projects using the Favorite option in the Project List View. 

Select Favorite from the drop-down options on the right side of the list view.

Then click Filter, and toggle My Favorites—only projects marked as favorites remain. 

These steps ensure a streamlined process for updating and managing your projects efficiently.