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Project Information Setup

The Project Information section is the first and foundational step in creating a new project. This section captures essential project details that will be used throughout the project lifecycle for identification, management, and reporting purposes.

Accessing Project Creation​

To begin creating a new project:

  1. Navigate to the Project Management module
  2. Go to Projects section
  3. Click New Project
  4. The project creation wizard will open with the Project Information tab active

Project Information Form

Project Information Details​

1. Project Name​

Required Field

  • Enter a descriptive and unique name for your project
  • Use clear naming conventions that help identify the project's purpose and location

2. Project Lead Assignment​

Required Field Choose between two options for project leadership:

Option A: Assign Myself as Project Lead

  • Select this option if you will be managing the project directly
  • Your user account will be automatically assigned as the project lead
  • You'll have full access to all project functions and approvals

Option B: Assign Someone Else as Project Lead

  • Select this option to delegate project management to another team member
  • When selected, a Project Lead dropdown will appear
  • Choose the appropriate team member from the list of available project managers
  • The selected person will have access to manage the assigned project

Project Lead Assignment

3. Project OPCO (Operating Company)​

Required Field

  • Select the Operating Company under which this project will operate
  • This determines the country/region context for the project
  • Example: "BCS Uganda"

4. Project Type​

Required Field

  • Choose the category that best describes the project
  • The available types are; Backbone Build and Extension

Completing Project Information​

Save Project Information​

Once all required fields are completed:

  1. Review all entered information for accuracy
  2. Click Save Project Info button at the bottom right
  3. The system will validate all required fields
  4. Upon successful save, you'll proceed to the next step: Project Links

Validation Requirements​

Before saving, ensure:

  • ✅ Project Name is unique and descriptive
  • ✅ Project Lead is assigned (either yourself or another team member)
  • ✅ Project OPCO is selected
  • ✅ Project Type is chosen

Next Steps​

After successfully saving the project information:

  • The Project Links tab will become available
  • You can proceed to define project sites and links
  • Project information can be edited later from the project details page before it is submitted for approval