Creating Projects

A Certify project is a collection of variables, processes, layouts, recordsets, requirements, and test results that can contain a single or multiple versions of applications. You must have permissions to create projects in a database.

Multiple projects may exist in one database, and you can switch between projects without logging out and into Certify. When you log out of Certify and log back into Certify, the project is automatically opened.

To create a project:

  1. In the Navigation pane, click Projects.

The Projects window appears.

  1. In the Projects Summary pane, right-click and select New Project or click the New Project button.

The New Project dialog appears.

  1. Enter information in the following text fields:

    Field

    Description

    Name

    Enter a unique name for the project.

    Project names can have a maximum of 255 characters. Special characters and numbers are allowed in names.

    Description (Optional)

    Enter a description for the project.

    Descriptions can have a maximum of 1024 characters. Special characters and numbers are allowed in descriptions.

    Notes (Optional)

    Enter a note for the project. Notes can provide current communication regarding the project, such as upcoming deadlines and project changes.

    Notes can have a maximum of 1024 characters. Special characters and numbers are allowed in notes.

  1. If you want to use this project with Worksoft RPA Orchestrator, select the RPA Project option.

  2. In the Application Versions field, select the application versions to be included in the project. If you want to include all versions of an application, select the application, and all versions are checked automatically.
  3.     Note:  If no application versions appear in this field, then no application versions have been created. You can add them to your project after you have created them.
  1. Click OK.

The new project appears in the Projects Summary pane.

To edit an existing project:

  1. In the Navigation pane, click Projects.

    The Projects window appears.

  2. In the Projects Summary pane, double-click a project or right-click on a project and select Edit.

    The Edit Project dialog appears.

  3. Apply your edits and click OK to save your changes.

To delete a project:

  1. In the Navigation pane, click Projects.

    The Projects window appears.

  2. In the Navigation tree, right-click the project you want to delete and select Delete.

    The Confirm Delete dialog appears.

  3. Click Yes.

 

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