<aside> 👉 TESSR’s Project Directory is the central location where users can create and manage projects, and grant access to other team members. It's a hierarchical structure consisting of four levels of Entities and one Item level. The Project Directory is a powerful tool for organising, tracking projects and ensuring that users have access to the files and information they need.

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To access Project Directory, follow these steps:

• Click on the Planning Menu.
• Click on the Project Directory Sub-menu.

A. Entity

A.1. Create an Entity (Project, Process, Episode, Take)

• Click on ➕ New Project/ Process/ Episode/ Take
• In the General tab, fill in the required information for the Project Name and Code.
• In the Status tab, choose a Status Template from the Status Library.
  • 💡If you do not have any status templates, go to the Status Library to create one before continuing.
• To create the project, click on the Create button.

Fig 1 - How to create an Entity

A.2. Manage an Entity

• Click on the three-dot icon at the top right of an Entity tile, then click ⚙️ Settings.

  • To add, update or remove Coordinators, Teams, Reviewers and Metrics, click on the desired tab.

    • Add by clicking on the ➕ Plus icon on the right side of the popup window.
    • Remove by clicking on the 🗑️ Bin icon on the left side of the popup window.
    • To save the changes made on the tab, click on the 💾 Save changes button.

    <aside> ❗ Entities inherit Coordinators, Teams, Reviewers and Squad leader from the parent Entity.

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Team Lounge

Metric Library

Status Library

Fig 2 - Manage an Entity

A.2.1. Duplicate an Entity