Guide to creating a Centercode project

How do I create a new project?

Creating a new Project is quick and simple and allows you to set up a portal for users to beta test new software/hardware.

From the Community Home:

1. Click Create a Project in the upper right corner of the homepage and choose Centercode Delta Test. (If you only have a single Project Template, you will skip the template select screen and proceed directly to the basic project settings.)
   1. You may have other Project Templates to choose from. For more information on cloning projects and project templates, review the Project Creation and Cloning FAQ.
2. Set the desired Project Codename and complete the other Project configuration details.
3. Click the Submit button at the bottom of the page to confirm.

What Is Not Cloned When Using a Project Template?

When cloning a program template or global template, the system will check for any items which cannot be cloned or activated. If such items exist, a warning message will appear in the basic settings during project creation.

The following aspects of a Project Template will not clone, and will need to be set up manually:

• Basic project settings
• An active macro schedule (user/feedback)
• If a survey has the “Require Completed Activity” option enabled.
• Any active phases (excludes phaseless/new user/regression)
• Any active features
• Feedback form elements conditional on a feature element
• Macros that affect a feature element
• Distributed values
• Opportunity sources besides referral, quick invite, and community team (team access)

Notes

• Check this article that details the various Project Settings for more information.
• If you only have a single Project Template, you will skip the template select screen and proceed directly to the basic project settings.
• Manager created areas will exist, but user generated data will not. This means that all user submitted content like feedback data/submitted surveys will NOT carry over.