Projects Tab

On the Projects tab, you can register new projects, review missing projects, and request updates to existing projects.
 

Procedure

From the sidebar, select Customer Success → Projects tab. It has these cards:

  • Customer Cloud Projects card
    Manage your cloud customer implementations, monitor waves with risk and in escalation that require urgent attention, and register new projects.
  • Upcoming Planned Go-Lives card
    Monitor and manage upcoming planned go-lives
  • Projects Not Created card
    View projects that have not yet been created for products you have sold. You can see the KPIs by date for those within 3 months, 3-12 months and over 12 months since the Contract Start Date. Click on Register New Project to access the registration wizard.