Setting Up a Team Project

You can start a new team project, or you can convert an existing solo project to a team project. Note that converting always creates a new copy of the project, it does not convert the existing project directly.

Creating a New Team Project

1.In the Reference Editor, on the File menu, click New project.

2.Click Team project.

3.Choose where you want to save the project. This must be a folder that all team members can access.

4.If you want to protect the project, click Protect with login and enter your e-mail address and a password. You can also set up other team members to grant access to specific persons.
If you want anyone to be able to open the project, click Don't protect.

Converting an Existing Solo Project

Converting always creates a new copy of the project, it does not convert the existing project directly.

1.Open the solo project.

2.On the File menu, click Save a copy as team project.

3.Choose where you want to save the project. This must be a folder that all team members can access. Important: This must not be the folder the solo project is in.

4.If you want to protect the project, click Protect with login and enter your e-mail address and a password. You can also set up other team members to grant access to specific persons.
If you want anyone to be able to open the project, click Don't protect.

Converting a Team Project to a Solo Project

You can convert to a solo project if you no longer need to collaborate, for example if you leave a team and now have sole responsibility over the project. Converting always creates a new copy of the project, it does not convert the existing project directly.

1.Open the team project.

2.On the File menu, click Save a copy as solo project.

3.Choose where you want to save the project.

URL for this page: http://manual.citavi.com/en/?setting_up_team_project.htm (Last updated: 16.08.2011 08:13:34)
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