Create a New Project

FootPrints provides three options for creating a new Project:

• Project Setup Wizard
• Create Project on your own
• Copy configuration from existing project

Whichever option is chosen, the Project options can always be changed later.  In addition, there is no limit to the number of Projects that can be created in FootPrints.

To create a new Project, choose Administration | System | Projects from the FootPrints Toolbar.  The following sections describe each method.

Project Setup Wizard

The New Project Setup Wizard walks you through setting up a new FootPrints Project.  It includes many of the most popular options and uses for FootPrints, but it does not include all options.  If you use the wizard, you can easily go back after you have set up the Project and change or add to your Project settings.

To create a new Project, choose Administration | System | Projects from the FootPrints Toolbar.  Under Create A New Project, select Use the Wizard to create my project.  Refer to Project Setup Wizard for complete instructions.

Create a New Project

Create a New Project on Your Own

If this option is chosen and GO is selected, the following information must be entered:

• Name of Project—This is the name that FootPrints displays for the Project.
• Address Book—Choose to create a new Address Book for the Project and give it a name, link to an existing Address Book, or link to an LDAP Address Book.  The last option is only available if the LDAP Address Book link option is licensed.  Refer to the section on LDAP Address Book link for more information.

After clicking GO, FootPrints changes to the new Project and displays the Project Administration page.  From there, you can add custom fields, settings, and users to the new Project.

Configure Address Book for the new project

Use an Existing Project Configuration-Copy a Project

This option allows you to copy the Project fields, Address Book, saved searches and reports, and other custom options from another Project into a new Project.

Note

Copying a Project’s configuration does not copy the Project’s data.  It only copies the Project’s custom fields and other settings.

To use this feature:

1. Check the radio button for Use an existing project configuration.
2. Choose a project from the drop-down list.

Note

Clicking the View Details button displays the configuration information for that Project.

3. Click GO.
4. Enter a name for the new Project.
5. Address Book—Choose from one of the two Address Book options:

1. Create a new address book with the same fields—This links the new Project to its own Address Book, which contains the same fields as the existing Project’s Address Book (does not copy data, only fields).
2. Link to existing address book—The new Project shares the existing Project’s Address Book.

6. Select whether you wish to copy the agents (not customers) when you copy the project configuration.  If you do not copy the agents, you must add them afterwards.
7. Select the feature configurations to copy.  Any configuration items that are not listed are copied automatically.  If you do not check a feature, the settings for that feature are not copied into the new project.  Features are:
8. Escalation
9. User Teams
10. Auto Assignments
11. All Searches and Reports (this copies all shared, saved searches and reports)
12. Service Level Agreements
13. Change Management
8. Click GO.

The new Project is now created.  Click the View Details button to review the Project configuration, or click GO to go directly to the Project Administration page for the new Project.  From there, you can add users to the new Project and make any other changes necessary.

Copy a project configuration