Creating a Project

Creating projects.

You create a project to group together data components such as exposure views, analyses, reinsurance programs, and results of analyses that are related to a particular type of business or activity.

Procedure

To create a project:

  1. Navigate to the Home page.
  2. In the Projects pane, click (New).

    The Create Project dialog box appears.

  3. In the Project Name field, type a project name.

    The project name must be unique across the business unit and no longer than 255 alphanumeric characters.

  4. In the Project Currency lists, select the currency and exchange rate for the project.

    Touchstone uses the currency you select as the default currency for exposure views and analyses in the project.

  5. Click Create.

    Touchstone creates the new project and displays a new tab that includes:

    • A navigation pane with links to project data, results, reports, and reinsurance information.

    • An empty grid for exposure view information.

    • Icons for working with the project.

    • A sidebar area with icons for viewing analysis definition, settings, and configurationn information.

Results

When you return to the Home page, the new project appears at the bottom of the list in the Projects pane. You can refresh the pane to see the project in the list sorted in alphabetical order. Click My Projects to see only your projects.