Note

You are not reading the most recent version of this documentation. See the latest version available.

Start new project for your team

Create a new project from scratch, configure it according to your needs and invite the team and customers to this project.

Important

Precondition 1 : You have the Supervisor role.

Precondition 2 : Sign In on Web Portal of PACE Packager Hub.

1. First, create a new blank project.

   See manual Create project

   

2. Configure Main operational repository.

   Note

   This is the minimum required configuration for the functionality of the Repository Manager module.

   Configure a location where all packages of this project will be stored. Also, define a folder structure template for the new package. When the Engineer creates a new package, the system will automatically create this set of folders in the specified repository.

   See manual [Repository Manager] Main Operational repository

   

3. Configure Delivery repository.

   Note

   This is the minimum required configuration for the functionality of the Repository Manager module.

   Configure a location where the output packages of the project will be uploaded according to the delivery process. Also, define the default package compression option and other delivery settings. When the Engineer delivers a package, the system will automatically upload it to the specified Delivery repository.

   See manual [Repository Manager] Delivery repository

   

4. Optionally, customize other non-mandatory settings of the Repository Manager module.
   • Configure what attributes (input fields) a package of the project will have.

     See manual [Repository Manager] Package attributes (fields)

   • Define the automation scripts/command lines that the Engineer can view and run against packages of this project in the desktop client.

     See manual [Repository Manager] Automation

5. Configure Order artifacts repository.

   Note

   This is the minimum required configuration for the functionality of the Task Manager module.

   Configure a location where the uploaded order artifacts (files) will be stored. When the Customer or Engineer uploads a file to the order, it will be stored in the specified repository.

   See manual [Task Manager] Order artifacts repository

   

6. Optionally, customize other non-mandatory settings of the Task Manager module.
   • Define what types of order the project can has. Order type defines the order workflow and a set of order attributes.

     See manual [Task Manager] Order types

   • Define the workflow for every order type of the project. A workflow is a set of statuses that the order can have and transitions between these statuses.

     See manual [Task Manager] Workflow

   • Configure what attributes (input fields) an order of the specific order type and project will have.

     See manual [Task Manager] Order attributes (fields)

   • Customize the template of email notifications that are sent to order followers on the order changes.

     See manual [Task Manager] Email notifications

7. Finally, invite your team and customers to the project.
   • First, create user accounts for engineers and customers.

     See manual Create new user account

     

   • Second, assign the created users to your project.

     See manual User access management

     

---

Note

PACE Packager Hub PACE Packager Hub is an end-to-end ecosystem that is fully dedicated to customer servicing, teamwork, and management of packaging tasks in teams of any size - learn more.

Try PACE Packager Hub for free - 21 days no obligations unlimited trial with all functions unlocked.