Projects

Location

1. To find the Projects, the user will need to have the Host Application open.

  • When the user logins into FIN, they are directed to the Host Application which where they'll automatically see the Projects available. Note: Only SU users can create projects.

 

  • Additionally, the user can open the Host Application under the Advanced Apps

Projects

This is where the superuser can view existing projects and information about them.

The tools available for the superuser are:

  • Launch

  • Create

  • Backup

Launch

In order to open a project, the user must click on Open Project icon, which will open a new tab for that particular project

 

Create

There are 3 fields that the user needs to fill in order to create a new project:

  • Name: the new project name(project name cannot start with a capital letter)

  • Display name: the new display name of the project (it can be different than the project name)

  • Description: the description of the project (optional field)

      

Backup

This tool allows the user to create backups of their projects to be saved on their pc as a .zip file