A workspace is a container for modules, views, elements, and a common set of attributes. In this lesson, you create a workspace named Sample Project. You must log in as Admin user. This is because to create a workspace, you must be a global administrator or have the Workspace global permission.
1 On the menu bar, click the user name which, in this case, is Admin. Then, click Administration. Click the General tab, click Workspaces, and then click Add.
2 Set these properties:
Field
Do this
Title
Type Sample Project
Template
Click IT Portfolio Management
Responsible
Click the Search icon to search, and then and add Tim Jeffs
Select the format to display dates and numbers in
Select English-English (United States)
3 Click OK.
The workspace Sample Project is displayed in the list of workspaces.
Lesson checkpoint
In this lesson, you created a workspace.
In the next lesson, you add Tim Jeffs and Carl Riggs as members to the workspace.
to search, and then and add Tim Jeffs