Add a project in InSite

You can add a project in InSite. To make this as quick and easy as possible, you use project profiles when adding projects.

A project profile contains a kind of basic configuration with preferred values and field settings. These preferred values and settings, the so-called 'context' of a project profile, also apply when creating and changing a project in InSite. This means that the project profile settings for how the fields ‘behave’, such as read only, mandatory, not visible, and so on, also apply when creating and changing a project in InSite.

Before you can add projects in InSite, you have to configure and add project profiles.

To add a project in InSite:

  1. Open the site.
  2. Log on with your user name and password.
  3. Click on: OK.
  4. Click on: Projects.
  5. Click on: Projects.

    You now see the view with projects.

  6. Click on the action: Aanmaken project.
  7. Select the project profile on which you want to base this project.

    InSite copies the field settings and preferred values of the selected project profile to this project.

  8. Complete the fields.

    You recognise the required fields based on the Ins_Organisatie toevoegen (10).

  9. Click on: Create.

Directly to

  1. Project Self Service (PSS)
  2. Configure projects in InSite
  3. Add a project in InSite
  4. Change a project in InSite
  5. View My projects in InSite
  6. View projects in InSite