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Setting up a Project Space
This process is conducted through the Front End of iD.
Project Space allows projects to be created from the Front End of the intranet. In order to access the application, you need to ensure it has been added to the Layout via The Admin . Follow the steps below to setup a Project Space:
- Access Project Space via the dedicated link in your own site, or add /projectspace/ to any subsite URL, e.g. http://yourintranet/subsite/projectspace/
- The Project Space welcome page will be displayed, click the Create a new Project Space link at the bottom of this page
- By default, you will be set up as the Project Administrator of this Project Space which enables you to add other team members to your project, thus giving them access to your Project Space
- Enter the Project Details:
- Enter a Name for your Project Space
- The Directory Name will be automatically populated based on the Name you give your Project Space
- Enter a Description for your Project Space
- Your name will appear in the Created By field
- The Creation Date will be based on the date your set up the Project Space
- Enter a Finish Date if your Project Space is to have an expiry date
- Click Next to continue
- Modify the Background Image as required:
There is a default image installed for the Project Space application (as shown above), it will be displayed in the Preview section of the screen. You are able to select your own Image by clicking the Choose File button to locate and then click the Upload button to add your image. The preview image will be refreshed to display your image (Note: approximate size required for the background image is Project Space is 635x96pixels)
- Click Next to continue
- Select the People you would like to have access to your Project Space. There are 2 options for adding people/users (Note: you can only add a user to your Project Space is they have access to the intranet site):
Enter the user's Given Name and/or Last Name and click the Search button. A list of users who match the entered criteria will be displayed; click the Add button next to the applicable user to add them to your People list; or
Enter the user's Windows Login DOMAIN\Username and click the Add button to add them to your People list
- Once you have added the users you require, they will appear in the People list and you can apply the following criteria. Select the applicable user and:
Click the Make Admin link to make the user an administrator of the Project Space; this allows them to add other users to the project
Click the Make Member link to make the user a member of the Project Space; this allows them to access the project only, ie. access the Document Manager, Compnany Calendar, News, etc.
Click the Make Owner link to make the user the owner of the Project Space; this allows them to add users to the project, set an expiry date and the have the ability to close the project
You can also move users UP or DOWN the list by clicking the applicable button
Click the Remove button to remove a user from the list and from accessing your Project Space
- Click Next to continue
- Review the details for your new Project Space and click Finish to save or Back to make changes
- Your Project Space will now be added to the intranet site and the welcome page will be displayed. Users who have access to this Project Space will be able to share and collaborate with iD apps such as News, Company Calendar, Forum and Document Manager
- Users can now access this Project from their Project Space home page. Note: only Project Spaces the user is a member of will be displayed in this list
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