As a tenant administrator or project administrator, you can create projects to set up a workspace for sharing documents with other Meridian Portal users.
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Open the Portal Landing page.
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Click Projects .
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Click New Project
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Enter the project properties:
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Project number: Use letters, numbers, underscores, and dashes to create the project’s main identifier.
Choose a meaningful ID, as Meridian uses it in the system to reference the project.
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Project name: Enter a descriptive name for the project to help users identify it.
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Project type: Select Standard Project or a customized project type. This specifies the document types allowed in the project, document and package settings, and more.
Use the Standard Project if project members will send documents from Meridian Power to Portal for revision, review, and approval, and then return them to Meridian Power as master document revisions.
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If the selected project type has role assignments, you can also select one of the following:
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Do not apply defined project roles: Select to skip predefined role assignments.
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Notify new member(s): Select to notify the members of predefined role assignments. Optionally, enter a personalized message.
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Click Create.
Meridian adds your new project to the projects list.
Creating a new project makes a new workspace where you can share documents with other Meridian Portal users. Projects can contain packages and Quick Shares.
You must be assigned to the Tenant Administrator or Project Administrator role to perform this task.
To create a project:
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On the My Projects page, click
New Project. The New Project dialog box appears.
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Click options or type values using the descriptions in the following table.
Additional properties may be available or required.
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Click Create.
Your new project is added to the list.
| Property | Description |
|---|---|
| Project Number |
Type a number to assign to the project |
| Project Name |
Type the name of the project |
| Project Type |
Select one of the available options:
|