Creating a Project

This guide will show you how to create a project on CMap PIM. Setting up projects is important because this is where your contacts, records and transmittals will be stored. 

Please note that you must be a Site Owner of the Hubsite in order to create projects. 

How to Create a Project

1. Go to your Hubsite
2. Click on the Manager tab
3. Click on '+ Create Project' button
4. Complete the required information (please note that the internal code CANNOT be changed once the project has been created. This is because the internal code will be used the project site URL)
5. Click on 'Create'

As provisioning can take a few minutes, the panel will close automatically to undertake project provisioning in the background.

You can check up on the status of your project by finding the new project entry in the projects list in the Manager tab and looking at the projects provisioning status.

This is what the statuses mean:

• Provisioned - Project creation completed
• Provisioning - Project creation underway
• Failed to Provision - Project creation failed (contact CMap PIM Support)

Once your project is provisioned, click the Internal Billing Code of the project in the project list to take you to the project site. 

You have now successfully set up a project on CMap PIM!