How to Name a Project

  • Updated

A Project identifies a group of Studies. For example, A Project may be a refinery and a Study
may be used for a unit in the refinery. Projects can also be used to distinguish different needs
for the RCM, such as risk ranking, equipment types, tag naming conventions, and so on. Study
(Plant) and Task Templates are set up for those clients and are linked to the Project.


The steps below describe the setup of adding a new project.
1. After logging in, the Project Screen loads which defaults to the last project opened.
2. Select Project below the Administration list.

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3. Select + Add Project

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4. On the + Add Project screen, Select the mceclip2.pngGeneral icon
5. Enter the Project Name. A description can be entered if desired.

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