Optional: Create Master Project (Program Leader)

In the Process Dashboard, a Team Project allows data to be rolled up data from several individuals to the team level. For larger projects, it may also be necessary to roll up data from several team projects to the program level. Master Projects are designed to meet this need.

To create a new master project, follow these steps:

  1. Start the Team Dashboard using the appropriately named shortcut on the team leader's computer. The Team Dashboard will start.
  2. In the Team Dashboard window, click the File menu and choose "New Project."
  3. The Team Project Setup Wizard will appear in your web browser to walk you through the steps involved in creating a master project. Read each page carefully and supply the information requested. One page of the wizard will ask whether you wish to create a team project or a master project; choose the Master Project option.
  4. When the wizard finishes, you can close the browser window.