With the following instructions you as an administrator can create your own demo project in Falcon and make the traffic lights light up! In 7 steps and about 30 minutes you will get a comprehensive overview of Falcon's core functions!
Switching to the Editing Area
- If you are in your dashboard, select the Package icon at the top left of the screen.
- or expand the tab "Projects" on the left to get to the project area.
Creating the Demo Project
- Selecting the folder symbol in the upper left corner of the project area opens the project wizard. Please select the "Example Project" and the German language for the demo project.
- Click "Next" to open the project profile, where you can briefly describe the project. Don't worry, you can change these settings afterwards:
- Name = e.g. "Demo".
- Description (max. 600 characters) = e.g. "My first project in Falcon".
- Time start and end = Select "today" as start and an end that lies three or more months in the future.
- Your fiscal year = e.g. January to December
- Scaling = e.g. weekly
- Project manager = yourself.
- Press "Save" after your input.
- Your demo project with a first measure package ("New package") now appears on the left as a new project tree.
Invite the team
- Let your project rest for a while and use the settings icon at the bottom left of the screen to go to "User Administration", where you can invite your users (team members).
- By confirming the plus symbol in the upper left corner above the user table, a smaller window opens. Please enter the e-mail addresses of the new users there and confirm each e-mail address with a comma or the Enter key.
- By ticking the "Send invitations" box, you can invite the new users directly, so that the e-mail invitation would be sent automatically. It is better to leave this check box empty.
- After selecting "Add", the users now appear in the user table. The e-mail symbol to the right of these users allows you to send the invitation manually later if required.
- Please make sure that the new users have hub access (Power) but no hub ownership (Star). Thus they correspond to normal users without administrator rights.
Note: In the columns with the star symbol and the power symbol, a check mark indicates that a user has hub ownership or hub access. Hub access is required in order to log into Falcon. This can be relevant if you later want to "keep" a user away from Falcon for a short time without changing the user rights assigned elsewhere. A hub owner, on the other hand, receives full administrator rights.
Note: The purpose of the subsequent sending of user invitations is to allow you as administrator to create a project at your leisure and then assign responsibilities.