This section explains how to add companies, divisions, and projects.
You will be able to check member composition and performance for each company, division, and project.
Table of Contents
Add Project
Click in the order of ① > ② in the image to display the new project registration screen.
Fill in the registration information and click "Add Project" to register a new company, division, or project.
※ Project name is a required field.
Edit Project
Click in the order of ① > ② in the image to display the Edit Project screen.
Enter your registration information and click "Update Project"
※ The project name are required fields.
Editing employees associated with a project
- The Project > Manage Employees screen also allows you to edit the employees associated with a project.
- When an employee is moved from a project, activity is no longer aggregated in the previous project from that point forward.
- Historical data will remain in the previous project.
- You will see who has performed any activity on the federated SaaS owned by the project.
- Once an employee has been manually set up, they will not be automatically added to the project, even if they have data in the associated project's data source.
Delete Project
Click in the order of ① > ② in the image.
On the Project List screen, click the arrow "..." mark of the project you wish to delete and click Delete.
Click OK to complete the deletion.
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