<aside> 👉 The TESSR Project Directory is a central hub for managing projects and controlling team member access. It follows a hierarchical structure with four (4) Entity levels and one (1) Item level. This tool streamlines project organisation, making it easy to track progress and access essential files and information.

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Table of Contents

To access Project Directory, follow these steps:

1. Click Planning on the menu bar.
2. Click Project Directory.

Fig 1 - Planning > Project Directory

1. Project and Its Structure

<aside> 🗒️ TESSR follows a hierarchical structure with four (4) levels for a project: Project, Process, Episodes, and Take.

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1.1 Create a Project or Sub-levels

To create an entity, you can follow these simple steps:

1. Click ➕ New Project/Process/Episode/Take (depends on which level you are at)

2. In the General tab, enter the required details:

   1. Name
   2. Code
   3. Scheduled Start and Due date (Optional)

3. Click Next (for Project) or Create (for other levels)

4. (for Project)

   In the Status tab, choose a Status Template from the Workspace Templates.

   ⚠️ For subscribed users: Click Create New Template to customise your own workflow.

5. Click Create to finish the process.

Fig 2 - How to create a Project

1.2 Manage a Project or Sub-levels

1.2.1 General Tab

To manage each level’s General tab information, follow these steps:

1. Hover over the thumbnail and click:icon---ellipsisvertical: More Actions.
2. Click Settings.
3. Under the General tab, you can update the following:
   1. Name
   2. Code
   3. Description
   4. Start and End Date
   5. Change Thumbnail
4. Once you’ve made your changes, click Save Changes.

Fig 3 - Update Scheduled Due for KuKu project in General Tab

1.2.2 Status Tab