The iProject makes use of several 'wizards' for various setup proceedures. Setting up a new project uses one of these wizards, making project creation incredibly quick and easy. To begin setting up a new project, go to the Administration menu and choose Create New Project. The wizard will open and you'll be presented with a screen that looks like the one below. This first screen just gives a brief description of what you're about to do and the steps involved. Click the Continue button to go on to the next step.
The next screen of the wizard is where you'll enter most of the project information. The various information you can enter here includes the Project Name, Company the project is for, the Field the project is located in (if applicable), the location of the field (if applicable) and a brief description of the project. You can also enter a project web page if the project has one, and you can check the Show page when opening project checkbox to have that page launch each time someone opens the project.
Below that, you have the project template selection screen. In most cases, there will be a default reservoir characterization template as one of the options, and you may have access to various other templates as well. The template simply tells the iProject what starting directory structure you'd like your new project to have when it's created. You can choose a template and leave the entire directory structure in tact, or you can uncheck directory trees you don't want to include. Once you've filled in the required fields anc chosen a template, click the Continue button to go to the next step.
The next step is to choose a project administrator. The project administrator can assign users to the project, and by default, only the project administrator can delete data from the project. You should assign a project administrator unless you plan to administrate the project yourself. The list of users here will be based on the users you have permission to see. You can also create a new user to be the project administrator if the person you wish to administrate the project doesn't yet have an iProject login. Choose the the appropriate option from the radio buttons, choose or create a new user, and then click the Continue button to move on to the next step.
Next, we'll choose User Assignment Managers. A company's User Assignment Manager is someone with permission to assign users to a project, and you'll almost always want to have at least one person in charge of this. You can select multiple people from the list to be User Assignment Managers. Click Continue when you're ready to move onto the next step.
The last step is really just a review step. The wizard creates a report of everything that's about to take place so that you may review it and make any necessary changes before the project is created. This report will show you all of the information you entered about the project in the first step, who you've assigned (if anyone) as a project administrator, and any people you've assigned to be User Assignment Managers. Clicking the Continue button at this point will create the project and make the appropriate role adjustments for the users you've selected.
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