Basic Setup for a Project

Basic setup of project allows you to view information related:

• Basic

• Branding

• Personnel

Basic Information

You can update basic information related to the project such as common name of the project, stage of the project, slug name.

To update basic information for a project, perform the following steps:

1.Login into PCC.

2. Search for the required project. The Project dashboard appears. Click Basic from the SETUP STATUS tab.

You can also navigate to Basic from the Vertical Sidebar navigation menu. Click Setup and then select Basic.

Basic Setup

3.The Basic page appears. Click Edit available in the Basic tab.

Edit

4.The Edit Basic dialog box appears. Update the following details and click Save.

Field	Action
Common Name	You can update the common name that you have provided at the time of creating the project.
Category	Category can be updated only when you have selected a parent project at the time of creating the project.
Stage	Select the appropriate stage of the project. By default, the stage is selected to Prospect when you create a new project.
Expected Announcement Date	Select the date when the project will be released.
Technology Sector	Select an appropriate technology sector for your project. You can also select more then one sector. If you feel that your project falls across all sectors, check the Cross Technology box.
Industry Sector	Select an appropriate industry sector for your project. You can also select more then one sector. If you feel that your project falls across all sectors, check the Cross-Industry box.
Technical Activity	Select an appropriate technical activity for your project. You can also select more then one sector.
Funding	Select funding type for your project. If you select the funding type as Funded, then the Model field becomes mandatory.
Model	Select an appropriate model for your project. This filed becomes mandatory when the funding type of your project is Funded.
CII Project ID	Enter the CII Project ID.
Description	Provide a short description for your project.

Edit Basic Details

Branding Information

You can also provide details related to branding of the project like uploading the logo for the project, providing brand color and website details.

To update branding information for a project, perform the following steps:

1.Click on the required project and click Basic.

Basic

2.The Basic Edit page appears. Click Edit to update the basic details.

Edit

3.The Basic dialog box appears. Click Branding, update the following details and click Save:

Branding Details

Personnel Information

Basic setup also allows you to update personnel information like executive name, owner details, and program manager details.

To update personnel information for a project, perform the following steps:

1.Click on the required project and click Basic.

Basic

2.The Basic Edit page appears. Click Edit to update the basic details.

Edit

3.The Basic dialog box appears. Click Personnel, update the following details and click Save:

Personnel Details