Creating Projects

Typically, you start a new project because you want to start tracking issues in a new database. However, there are other reasons for creating a new project. For example, you may want to:

    Build a template project and use it as a base for all other projects.

    Break a large project into several smaller projects.

New projects are always based on an existing project. When you create a new project, you can copy the issues, styles, notifications, Web views and the fields from the base project.

To create a project:

1    Start HelpDesk Admin, and click New Project in the File menu.

2    In the Project Name box, type the name of the new project.

3    In the Base Project list, click the project you want to use as a template for the new project.

4    In the Groups Allowed to Open Project, click the user groups that are allowed to access the project through HelpDesk Admin, HelpDesk Web Admin, the Web View Editor, or Web views.

Note that access to individual Vector HelpDesk components can be selectively disabled. For example, a group can have access to Web views of a project, but no access to HelpDesk Admin, HelpDesk Web Admin, and the Web View Editor.

5    Under Global Styles and Notifications:

    Click None to create a project with no queries, sorts, layouts, reports, or notifications. Only the fields are copied from the base project.

    Click Copy from the Base Project to copy the definitions of fields, queries, sorts, layouts, reports, and notifications to the new project.

If you are creating your first project, we recommend you use one of the sample projects that come with Vector HelpDesk as the base project. Copy the styles and notifications, but do not copy the issues and revision history. Also, read Building a Project Template before you start tracking issues.

6    If you want to copy the issues from the base project, click the Copy issues and revision history from base project check box.

7    If you don’t want to copy the Web views from the base project, clear the Copy Web views from the base project check box.

Copying Web views from the base project can save time. For example, copying the Web views from HelpDesk means you don't have to manually set up timestamping in a new Web view.

Related Topics

What is a Project?

Copying and Sharing Definitions

Building a Project Template

Deleting Projects

Relocating Databases to SQL Server

Relocating Attachments

Editing Project Properties