ITI Project Setup Process

Creating a new project

  1. From click create or import projects.

  1. Select SharePoint Task List.

  1. Give it a name this is usually the friendly name of the project. This name will also be used to form part of the URL of the project subsite. Try not to use spaces unless you are happy with %20 appearing in the URL. Click finish to create the project subsite.

  1. This process can sometimes generate a message saying that it’s taking longer than expected to complete but if you go back to the ITI Projects home page it should be there. If the process completes successfully you will be taken back to ITI Projects Home.

Setup project subsite

  1. From click Projects in the left navigation pane.

  1. PWA will have generated a non ITI project code so use the Project Name field to find the project you just created, click the name to go to the project subsite.

  1. Give the project the correct project code by clicking Project Details in the left navigation menu.

  1. Enter the project code in the Project ID field, give it a description and set the owner.
  1. If the toolbar is not visible click Project in the grey band under the O365 toolbar and then click save.
  1. To return to the project subsite click Project Site.
  1. Add a link to the project page on the ITI Projects website by clicking Edit Links at the bottom of the left navigation bar.
  1. Once you click this use the + Link to create a new link.
  1. In the text to display field enter the project code followed by Home and paste in the address, click OK.
  1. Drag the link up to the top of the left navigation bar.
  1. Click on save.
  1. Click the cog in the right hand side of the O365 toolbar.
  1. Click Site Settings.
  1. Click top link bar.
  1. Click Use Links from Parent.
  1. Click Site Settings to get back to the site settings page.
  1. Under the People and Permissions heading click People and Groups.
  1. You will automatically have <Project Name Members> selected. This group gives members rights to participate on the site so set the membership to an AD group containing everyone that’s on the project or individual AD users. Only global AD security groups can be used in sharepoint. To add members click New.
  1. Enter the name of the AD security group or user. If you have just added a new group you will have to wait for a dir synch to run before it will appear in SharePoint, these run every 90 mins.
  1. If you don’t want to send a welcome message click Show Options and untick send an email invitation. This only works for individual users, you can find out if SharePoint is going to send a message by looking in-between the two boxes. There will be a message X group will be invited, if you click show next to this it will tell you who will be emailed. Click share to populate the SharePoint group.
  1. Click on <Project Name Visitors>
  1. Click New.
  1. Type Everyone in to the peoplepicker. This will give you three choices choose Everyone and then click share. This gives all University O365 users read access to the site.
  1. The <Project Name Owners> group gives members full control to the subsite. You are automatically added to this group when you create the project but you can add other users if you want them to have the same permissions but be careful as this opens up lots of advanced features to the members of the group.
  1. You have now completed the project and subsite creation and configuration.