This is a summary of the main features. For more detailed information about project management and general functions in Organizer see the user guide for Organizer.
Create a Project
A project is created through a number of steps where the first task for the project also is created.
Alternative 1:
1.Right-click on an object in the map and select Organizer > Create task/project. The object will then automatically be tied to the first task.
Alternative 2:
1.In the menu bar, select Organizer > Show/Hide Organizer.
2.Press the icon Create task/project 
.
Enter the required information about the project:
Select type of task/template |
Select type of task, for example Investment. You can create and use your own templates for different types of tasks or create a task without a template. |
Task information |
Give the task a name and write any comments and notes. |
Project |
Give the project a name or add a new task to an already existing project that can be found by using the button Search. |
Task manager |
Select a person to be manager for the project. |
Changeset |
Connect the task to a new changeset, your current changeset or search for another changeset to connect the task to. |
Start date |
Select start date (optional). |
Linked objects |
|
Work with projects
To be able to make changes for a project you need to log in into the changeset connected to the project.
1.In the south panel, select a project and press the icon Open task changeset 
. The project you have logged in to, is marked in a blue color when you select it in the list in the south panel. All other projects are marked in red.
With the tool buttons, you can also release a changeset, meaning either send it to another user or make it userless. A changeset without a user can then be taken over by any user by selecting it and select the icon Take over changeset 
.
A project can have two different states Active or Closed. As standard, the Active projects are shown in the list. Projects can only be closed if the changeset is empty. To change the state to Closed:
1.Select the project in the list and use the icon Close selected task 
to inactivate the task.
When a task/project has been created and you have logged in to its changeset, the detailed information about the task/project will be shown in the east panel. For instructions about adding information in the different tabs, see the following sections or see the user guide for Organizer.