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The guide also shares best practices for efficient project management, and provides visual guidance with screenshots, for a more hands-on understanding.

Prerequisites:

You must have administrative access to QAS, which grants you the necessary permissions to manage projects.

🔀 Procedural steps

This section covers how to create a new project, view and update an existing project, as well as delete an existing project.

👁️‍🗨️ View Project Details

To view the details of a project:

1. Login to QAS - Client.

2. Access Projects from left navigation to view Project Explorer screen, where you view all existing Projects.

3. Click a Project to view the Project Details.

4. The details include information such as:

   1. Project Type

   2. Project Name

   3. Description

   4. Integration

   5. Configuration

➕ 👥 Create Project

To create a new project:

1. Login to QAS - Client.

2. Access Projects from left navigation to view Project Explorer screen, where you view all existing Projects.

3. From the Projects section, click Create Project. This opens a Create Project window. Enter the following:

   1. Project Type: Select one of the below project types.

      1. Web/Mobile Project

      2. Desktop Project

      3. Salesforce Project

   2. Project Name: Provide an intuitive name for the project.

   3. Description: A brief description of the project.

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👥 Update Project

You can update a project the following ways:

Method 1

1. Login to QAS - Client.

2. Access Projects from left navigation to view Project Explorer screen, where you can view existing projects..

3. Hover your mouse over a Project to view the Edit Project option.

4. Clicking Edit Project opens an Edit Project window.

5. Update the following:

   1. Description: A brief description of the project.

   2. Status checkbox: Select the checkbox to make the project Active; otherwise, deselect the checkbox.

6. Click Save to proceed; otherwise, click Discard.

Method 2

1. Click on a specific Project to edit.

2. This will open the Project Details Section. Click Edit Project, a pencil icon.

3. Follow steps 4 through 6 mentioned in Method 1.

🗑️Delete Project

To delete an existing project:

1. Login to QAS - Client.

2. Access Projects from left navigation to view Project Explorer screen, where you can view existing Projects.

3. From the Projects section, click on a Project.

4. Click Delete Project (bin).

5. This opens an Alert – Delete Project window.

6. Click Delete to permanently delete the selected project; otherwise, click Discard.

The Project gets deleted from the QAS.

💡 Golden Nuggets: Best Practices for Project Management

 Project is a crucial part of project management and organization. Here are some best practices to consider: 

1. Unique: Project names should be unique to each project. This helps to avoid confusion and potential mismanagement.

2. Avoid Sensitive Information: It's best to avoid using sensitive information such as client names, confidential project details, or strategic plans in project names. This information can be easily viewed and used for malicious purposes.

3. Easy to Remember: Project names should be easy to remember, but not so straightforward that they reveal sensitive details.

4. Appropriate Length: A project name that is too short may not provide sufficient information, while one that is too long may be difficult to remember. A good range to consider is between 6 to 14 characters.

5. Avoid Special Characters and Spaces: Some systems might not support special characters or spaces in project names, or they might create difficulties when integrating with other systems hence prohibited. Underscores are accepted.

6. Consistent Format: If you're managing a large number of projects, consider using a consistent format for project names. This could be based on project type or department (e.g., Marketing_Project_SEOAutomation or Philips_Project_IOTAutomation), which can make managing and organizing projects easier.

7. Avoid Offensive Words: Project names should be professional and not include any offensive or inappropriate words.

8. Review: Regularly review project statuses to maintain progress and prevent delays. Keep project information up-to-date to facilitate communication and collaboration.

9. Archive vs Delete: If your project is temporarily on hold, consider archiving it instead of deleting. If the project is permanently closed or completed, you can consider deleting it.

🔧 Got Trouble? Let’s Fix!

1. If you cannot create a project, check your administrative permissions and ensure you have the necessary permissions.

2. Project page loads depending on project.json file in “QualitiaServer“ folder under ProgramFiles. When you are updating the projects, and if by any chance your system got shutdown, this could corrupt the project.json file.

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1. Re-running the Readiness Utility will fix the issue.

📞📚 Here to Help: Support and Resources

Need a helping hand? Don't hesitate to reach out to your Qualitia Relationship Manager. For more resources, our official Qualitia documentation and community website are just a click away!If you have questions that are not addressed in the documentation, you may raise them in the Qualitia Community.