How to Create a New Project
Projects are the best way to keep your research and your team organized.
Let's see how you can create a project in 3-steps.
1. Select Create a New Project
Either from your Workspace or Projects page, click the Create a new project button. You have the option to select to start from a Template, if you have created one or if you want to use an existing project as a template, or to create a blank project.
2. Fill out the project information
At a minimum, add a project name that can help you and your team identify the project and the project's location.
We recommend adding your internal project code (ID). This helps keep your knowledge management consistent.
Then, add project phase, project type, and budget.
Don’t worry! This information is not shared with anyone outside of your firm without your consent. When you request product information from product experts or vendors, they will see some basic project details in the on-platform messenger to help expedite their responses. Sharing context with vendors can save you a lot of back-and-forth emails.
We also recommend adding an image to your project cover, so it is easier for you and your team to find it.
3. Add more details, upload documents, and invite team members
Once you’ve created your project, it’ll show up on your Projects page. Click on the project to add more details.
In the Description section, add any information you want to store, especially information that can help product experts and vendors better understand your needs. You can also add the expected start date for product sourcing.
In the Documents section, upload any documents you would like to have handy and accessible to your team. From PDFs and spreadsheets to drawings and photos — upload everything you might need.
Click Add Collaborators, to invite team members. Enter their email addresses, and hit Send Invitations.
If someone didn’t get the email, hit Resend Invitation and remind them to check their spam folder.
Collaborators who accept the invite will be given the Creator permission level by default. You may adjust their permissions using the dropdown menu.
For a refresher on what the levels mean, check out the article Permissions in Acelab.
To remove someone from the project, click the little x next to their name.
Note: Collaborators who are removed from a project lose access to that project only. They’ll still have access to the firm’s library, general research, and any other projects they’re a part of.
That's it! You've created a project.
Now, let's look at a few more options.
Edit, copy, share, or delete projects
On the Project page, hover over the project and click on the pencil icon to edit project information.
Clicking on the three dots icon gives you more options.
Use Copy to create a new project. You can choose to have all products copied over. This project will effectively serve as a template to start a new project with some configurations already in place. This will be very helpful once you have your specifications and schedules set up so you won’t have to create them from scratch on a new project.
Use Share as another way of adding teammates to the project.
Whenever needed, you may Delete the project.
Now you’re ready to conquer projects in Acelab’s Materials Hub.
Go ahead, dive in, and create your first project!
📚 Keep Learning 📚
Next: Searching for Products