This article will help you understand what is what on the projects tab. The projects tab is where you create and edit your projects and applications.
First, let’s have a look at the icons on the top of your screen. The first four icons are the usual self-explanatory “Save”, “Refresh”, “Print” and “Email” icons.
Then you have two groups icons. The first one will lead you to manage the account level search groups for project and application default searches. The second one will help you create project groups to organize your projects.
Finally, the “Import” icon opens a wizard to guide you through your data import from an Excel spreadsheet to your Kohezion account.
You then have two tabs: “Projects” and “Applications”. First, let’s have a look at the “Projects” tab.
This is where you can create a new project, copy or delete and existing one or do a search through all your existing projects.
If you select a specific project in the grid, you will get all its information on the second half of your screen.
If you want to open a project in a new tab, simply double-click on it. You can then edit your project.
If you go to the applications tab, you can create, copy or delete an application.
Same as for the projects, if you select a specific application in the grid, you will get all its information on the second half of your screen.
If you want to open an application in a new tab, simply double-click on it. You can then edit your application.
You should now have a better understanding of what you can achieve on the projects tab.