Create new project rules

1. From the Sponsorship page, select Sponsorship settings in Configuration. The Manage Sponsorship Settings page appears.

2. In the Settings for creating a new project, select Edit. The Edit settings for creating a new project screen appears.

3. In the For creating a new project use field, select the option you want used when a new project record is created.

   • If you select the Pending option, when you create a new project the project’s eligibility status defaults to “pending.” The project cannot be assigned to a sponsor until the status is changed.

     Note: For information about creating a project record, refer toAdd a Project.

   • If you select the Eligible option, when you create a project the project’s eligibility status defaults to “eligible.” No additional action is necessary.

4. If you select Pending in the For creating a new product use field, you must select a Reason for the pending designation. You create reason options in Sponsorship Reasons. For more information, refer toReasons.

5. Select Save to save your selection and return to the Manage Sponsorship Settings page.