Adding a new project element

In order to add a new project element press the New button in the Project group of the Home tab and then select the type of element you want to add.

 

CreateNewElement

 

Alternative:

►Right mouse click on the Project pane. A pop-up menu will appear. Select Add and then the required element type.

 

You can add a new process diagram, folder, role and document. Moreover, in all Engage Process Modeler editions except Starter , you can also add a new brainstorm diagram. a new custom item type, or a new item of the already added custom item type (Location in the example above). Additionally, you can add an overview diagram in the Suite.

 

•A new role will be always added to the Roles folder in the standard Tables folder.
•A new document will be always added to the Documents folder in the standard Tables folder.
•A new custom type will be always added to the standard Tables folder.
•A new item of the custom type will be always added to this custom type folder in the standard Tables folder.
•If a focus in the Project pane was on a folder then a new folder or a new diagram will be added to this folder.
•If a focus in the Project pane was on a diagram then a new folder or a new diagram will be added close to that diagram.
•Otherwise, it will be added to the highest level of the project.

 

There will be a dialog shown where you can immediately change the default name of the new element. After creation you can set the other properties of the added element.

 

If the added element is a role, a document or a custom type item then the corresponding item property editor will be open where you can immediately specify all item properties and where you can also add other items.