Creating Projects and Departments

by May 26, 2022Administration & Security, Basic Setup, Projects & Departments

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Creating projects and departments in Nucleus One is a simple straight forward process. There is no limit to the number that you can create or join.

Work in projects can be assigned to anyone in the world regardless of project membership. Project members have access to all documents by default and can modify any work assignment. Project managers can manage all work assignments and project settings.

Work in Departments can be assigned to department members only. A department member can see only documents shared with them and work assigned to anyone in the department. Department managers can manage all work assignments and department settings.

In order to create a project or department in Nucleus One, you must be a member of an organization.

  • To create a department, follow all the steps below for creating a project but substitute Department for Project in the instructions.
  1. Choose the organization that you want the new project to exist within.
Choose Organization
  1. Click “Create a Project” on the Home page.
Home Page
  • OR, Click “+ NEW”, followed by “Project” while on the Projects page.
Projects Page
  1. Choose whether you’re creating a Project or a Department.
  2. Enter a name for the project in the Project name field.
  3. Add members to the project by entering email addresses in the Add members section.
  4. Click CREATE.
Add Project

Managing Projects

Renaming a Project

To rename a project you must be an Organization Administrator.

  1. Go to the Projects page.
  2. Right click on the Project name.
  3. Click Rename.
Rename Project
  1. Enter a new project name.
  2. Click UPDATE.
Edit Project Name

Inviting New Members

  1. Click “+ NEW”, followed by “Project member” while on the Project page.
Invite Collaborators

OR, expand “Project Settings”; click “Project Members”; then click the plus sign at the top of the page.

Project Settings
  1. Add members by entering email addresses in the Email field.
  2. Click ADD.
Add Member

Removing Members

  1. Click the checkbox next to a collaborator’s email address.
  • Project Managers and Organization Admins cannot be deleted.
  1. Click the Delete button in the right panel.
Collaborator Delete
  1. Click CONFIRM to complete the deletion.
Member Delete Confirmation

Deleting a Project

To delete a project you must be an Organization Administrator.

  1. Go to the Projects page.
  2. Right click on the Project name.
  3. Click Delete.
Delete Project
  1. Type the name of the project in the field and click DELETE to confirm deletion.
Project Delete Confirmation

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