How do I create a new project?

The highest level of the ForneyVault hierarchy is the project.

In order to create your specimens in ForneyVault, you start at the project level. To create a new project:

  1. After logging into ForneyTools, click on Project Home in the middle of the home page.CreateProject20
  2. At the top of the Project index page, click on Create New Project.CreateProject1
  3. Type your project identifier in the Project Number field (it can be alpha-numeric – it doesn't need to be a number).
  4. You can add a description and formal name, if you like.
  5. You can choose a client from the dropdown if you created a list of clients earlier (refer to this article to learn about creating clients).CreateProject2
  6. You will see that your default lab is already chosen if you set that up earlier.
  7. Click Create to create your project.CreateProject3
  8. Your new project will appear on the Project index page.CreateProject21
  9. Repeat for each of your projects.
  10. If you need to edit a project, click Edit to the right of that project.CreateProject22
  11. If you need to delete a project, click Details to the right of the project.CreateProject23
  12. Click Delete below the project information.CreateProject24
  13. You will need to click the delete button to confirm that you want to delete this project. You cannot delete a project if there is at least one location in that project –  you'll need to delete the location first.CreateProject25