Creating a Department Project

You can create a department project from a department.

Required access roles:

  • Baseline: Leader
  • App-specific: Contracts Manager

Before you begin: A department must exist.
  1. Open a department. For more information, see the Collaboration and Approvals User's Guide.
  2. In the navigation pane, click Department Summary.
  3. From the page Actions menu or toolbar, click Create Department Project .

    Only one department project can be created under an existing department.

  4. Enter these details:
    Field NameDescription
    TypeThe type is Project Department.
    Project DateClick to select the date the department project is estimated to start or finish based on the value in the Schedule From field.
    CAGE CodeEnter the 5-digit value that should be the CAGE code of the organization preparing the department project.
    Policy The policy that governs the lifecycle state of the project is Project Space.
    Project Visibility Depending on who can see the department project, select Members or Company from the list.
    • Members. If a member visible project is created when you are logged in with a particular Organization/Collaborative Space, the project gets that Organization/Collaborative Space. All users who belong to that Organization/Collaborative Space are given access to the project.
    • Company. If a company visible project is created when you are logged in with a particular Organization/Collaborative Space, the project gets that Organization/Collaborative Space. All users who belong to that Organization are given access to the project, regardless of the Collaborative Space.
    Note: Once a project is created, you cannot change its visibility.
    Base Currency From the list, select the currency. Once the base currency has been set, it cannot be changed.
    DescriptionEnter a detailed description of the department project.
    Project Scheduling
    Schedule FromFrom the list, select:
    • Project Start Date - The project schedule is based on when the project started.
    • Project Finish Date - The project schedule is based on when the project is complete.
    Default ConstraintSelect As Soon As Possible or As Late As Possible.
    CalendarClick to search for and select the work calendar used to schedule the department project.
    Related Info
    Business UnitClick to search for and select the business unit responsible for the department project.
    ProgramClick to search for and select the program connected to the department project.
    Business GoalClick to search for and select the business goal for the department project.
    Other Attributes
    Priority Complexity WeightingFrom the list, select the value.
    Due Date Offset The defined value that determines the difference in dates between Due Customer and Due Data Management for DRLs.
    Enable DRL NotificationsClick Yes to enable or No to disable DRL notifications.
    Complexity From the list, select the complexity.
    PriorityFrom the list, select the priority.
  5. Click OK.

The department project is created. You can open the department project from the link provided in the Department Summary of the connected department.