Create Project

Explanation

Use this activity to create a project. An assistant is available to ease the process of entering the data. It allows you to specify settings and details for the project, like project sites and access etc.

Prerequisites

• A company should exist.
• A calendar should exist.
• The project manager should be registered as a person.
• If you want to connect a customer, that should be predefined.

System Effects

• A project is created, and you can start creating a project structure with subprojects, activities, and tasks.
• The project is in the Initialized status.
• If project access was disabled, all users in the system will have access to all parts of the project.
• If project access was enabled, the project manager will always have access to all parts of the project. The sub project manager will always have access to their own sub project and the sub project structure beneath. 
  The system has automatically created records in Project/Project Access/Access Definition to grant access to all teams that have the Access to New Projects check box selected in Project Team tab. The access for these and other teams can be modified in Project/Project Access/Access Definition.

Window

Project Navigator
Projects
Project

Related Window Descriptions

Projects
Project
Customer/Customer Projects
Define Project Information (Step 1 in the Create New Project Assistant)

Procedure

Using the Project or Projects window:

1. Open either Project or Projects window and create a new record (F5).
2. Enter an ID in the Project ID field. The field can be left empty if any applicable project ID generation rules have been set up in the Project ID Generation Rules window.
3. Enter a project name and description for the project.
4. The company that the project should belong to is set as the default company of the logged in user. If required, select another value from the List of Values.
5. The project manager is set as the person connected to the logged in user by default. If required, select another value from the List of Values.
6. The calendar is set as the default calendar in the system. If required, select another value from the List of Values.
7. If you would like to enable project access for your project, select the Project Access On check box.

Note: The default value of this check box is determined by the property value of the PROJECT_ACCESS property in System Definitions/Object Property tab. If the property value is ON, the Project Access On check box will be selected by default. If you enable project access for your project, you must be the project manager. If the project manager has a person identity that is not connected to your user ID, you will not see this project the next time you log on or repopulate the window.

Enter Additional Information to Project

Once the basic information has been entered (step 1-7) you can add more details to the project, for example:

8. Optionally, enter project attributes such as a project program ID, additional classification categories etc., to the project.  You can also select appropriate values for these fields from the List of Values.
9. Optionally, enter the project's planned start and finish dates.
10. Note that the number of hours per work day for the project has been defined. Enter a different value if required. If this value is changed, the total work days value for all activities in the project will be recalculated, and the Early Start and Early Finish dates will remain unchanged. This means that the number of hours to complete the activity is unchanged.
    
    Note: The value for hours per work day is utilized by the system to convert the total work days of the activity to minutes when performing a scheduling calculation or when entering Early Start, Early Finish and/or Total Work Days manually.
    This value should be in line with the number of working hours for a typical work day in the project calendar. If this value is not matching the calendar work day, be aware that the total work days on the activities would not correspond to the number of working days according to the calendar. When the project is created this value is set according to the PROJECT_WORKDAY_TO_H parameter in System Definitions/Object Property tab.
11. Optionally, review and select the required settings such as project unique procurement and billing for your project.
12. Optionally, enter information in other other tabs or columns, as required.

Using the Create Project assistant:

The most common information regarding a project can be entered using the assistant.

1. Open Project Navigator, Projects, Project or Customer/Customer Projects tab.
2. Right-click, and then click the Create New Project menu option. The Create Project assistant will open.
3. Enter the mandatory information in step 1. Note: If you select the Copy Existing Project check box, the Copy Project assistant will start directly after the steps in the Create Project assistant is completed.
4. Click Next to proceed to the next step in the assistant, or click Finish to create the project with the defined information at any time.

Note: To help you keep track of your progress, the six windows in the assistant are numbered consecutively. Depending on the options that you select, some of the subsequent steps may be disabled. The assistant will automatically guide you through the steps that you need to complete.