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Creating a project
Who is this article for?
Users who want to learn to create projects to send out assessments.
No elevated permissions are required.
This guide explains how to create a project so you can send assessments to suppliers.
1. Accessing the project creation page
- From the global navigation, select Solutions and then Assessments from the left navigation.
- From the Assessments page, select Create Project from the sub‑navigation menu displayed at the top of the page or below the project counts.
2. Completing project details
Each project consists of the following fields:
- Name: Enter a unique name to identify your project when running reports or viewing assessments.
- Project Owner: The project owner is the only user who can close or edit the details.
- Deadline: Set an optional target date for completing and closing the project.
- Description: Enter a description of your project to reference its purpose.