As an account Administrator, you can create, edit and delete Projects; and you can create and edit Project Groups.
If you need to create a project or project group and you are not an Administrator on your account, you will need to request your account Administrator undertake this for you.
To create, edit or delete a Project Group:
* You must be an account Administrator to do this:
To Create / Add a Project Group
Navigate to your Project drop down menu in the top left of your Simply Stakeholders account. Then scroll to the bottom of the Project menu and click + Create Project Group
Screenshot shows Project Group menu with red arrow pointing to the bottom of the menu with a red box around the + Create Project Group button.
You will then need to name your Project Group and then click the Create button:
Screenshot shows an editable text box with grey text "Enter Project Group Name" and next to it a Create button with a Cancel text button below.
To Edit a Project Group
Navigate to your Project drop down menu in the top left of your Simply Stakeholders account. Then hover over the Project Group you wish to edit and click on the Pen icon to edit the name:
Screenshot shows the green-coloured pen icon to the right of the Project Group Name
Screenshot shows Project Group edit menu dialogue box pop-up with the name field showing in text editing format.
To Delete a Project Group
First, you will need to move all projects out of the group. Once the Project Group is empty, you will be able to delete the Project. Hover over the Project Group and click on the Trash Can icon:
Screenshot shows the green-coloured trash can icon to the right of the Project Group Name
You will then get a warning pop-up window to confirm your action "Are you sure you want to delete this project group? Only empty project groups can be deleted." Click Yes to delete the Project Group:
Image shows Delete Project Group dialogue box pop-up with the text "Are you sure you want to delete this project? Only empty projects can be deleted."
Once you delete the Project Group you will get a confirmation message "The project group has been deleted successfully."
If your Project Group still has Projects associated with it you will get a “Project Group Deletion Unsuccessful” Dialogue box pop up:
Image shows Project Group Deletion Unsuccessful dialogue box pop-up with the text "This project group still contains projects. Please remove or relocate all projects within the project group before trying again".
Editing, moving and deleting Projects
* You must be an account Administrator or Project Administrator with the relevant Project Group/s Admin Access to do this:
Editing and Moving Projects
To move a Project into or out of your Project Group, navigate to your Project Group and then hover over the project you wish to move in/out and click the pen icon to edit:
Screenshot shows Project highlighted with the green-coloured pen edit icon to the right of the Project Name.
Then select the Project Group you wish to move your Project to from the drop-down menu above:
Screenshot shows Edit and Move Project menu dialogue box pop-up with a Project Group drop down menu on the top and a Project Name field at the bottom showing the project being edited / moved.
To Edit a Project:
To edit a Project navigate to your Project drop down menu in the top left of your Simply Stakeholders account. Then select the Project Group, navigate to the Project you wish to edit, hover over your Project and click on the Pen icon to edit the name:
Screenshot shows Project highlighted with the green-coloured pen edit icon to the right of the Project Name.
You will then be able to edit the name or change the location of your project to another Project Group:
Screenshot shows Edit and Move Project menu dialogue box pop-up with a Project Group drop down menu on the top and a Project Name field at the bottom showing the project being edited / moved.
To Delete a Project:
If you need to Delete a Project you will need to move all records out of the Project and make sure there are no linked Stakeholders via shared Contact Groups or Tags. Once the Project is empty, you will be able to delete the Project.
Navigate to the Project you wish to delete, hover over your Project and click on the Trash can icon to delete the Project:
Image shows Projects drop down menu with a project group opened and a project selected showing the green pen icon (edit) and the trash can icon (delete)
You will then get a pop-up warning window, click on Yes to go ahead and delete your project:
Image shows Delete Project dialogue box pop-up with the text "Are you sure you want to delete this project? Only empty projects can be deleted."
If your project still has records associated with it you will get a “Project Deletion Unsuccessful” Dialogue box pop up with a Show Details button:
Image shows Project Deletion Unsuccessful dialogue box pop-up with the text "This project has records shared to it: Contact Group, Form, Interaction, Stakeholder, Task." with green hyperlinked text button under it "Show details".
When you click on the Show details button, it will list what records are still linked with details of those records to assist you with unlinking or deleting those records:
Image shows Project Deletion Unsuccessful dialogue box pop-up with the green hyperlinked text button "Hide details" above a dynamic list of the records listed in the project.
Add a new Project
If you would like to add a new Project, navigate to your Project drop down menu and select the Project Group you wish to add your new Project to. Scroll to the bottom of the Project Group list. You will see a menu item + Create Project you will then be able to create a new Project:
Screenshot shows Project menu with the + Create Project button highlighted.
For more help
For more information, to arrange a demo or for product training please contact your Customer Success Account Executive or email [email protected].