Creating a Project

You can create a project. Once you create a project, you automatically become the owner of the project, but you can assign ownership to another user.

Required access roles:

  • Baseline: Leader
  • App-specific: Contracts Manager

This task shows you how to:

See Also
Programs List
Contracts List

Create Project

You can create project in several ways.

Before you begin: Program and Contract Management must be the active app.
  1. To create a project, do one of the following:
    • List the app categories for Program and Contract Management.
    • In the navigation pane, click Program Mgmt > Projects.
    • From the page Actions menu or toolbar, click Create Project > Create New, Copy From, Import From, or From Template.

    Or

    • From the top bar, click Add .
    • Click Program Mgmt > Create Project > Create New, Copy From, Import From, or From Template.

    Or

    • Open a program.
    • In the navigation pane, click Projects.
    • From the page Actions menu or toolbar, click Create Project > Create New, Copy From, Import From, or From Template.

    Or

    • Open a contract.
    • In the navigation pane, click Projects.
    • From the page Actions menu or toolbar, click Create Project > Create New, Copy From, Import From, or From Template.
  2. Select how to create the contract:
    • Create New - Creates a blank project. You will have to enter basic information to create the new project.
    • Copy From - Creates a project from a copy of an existing project. The existing project attributes, such as Type and Project Date, are copied to the new project. You will have to enter the basic information for the new project.
    • Import From - Creates a project from an imported .csv file.
    • From Template - Creates a project from an applicable project template. This is the most common method for creating a project when an organization uses standard project processes.

Depending on your selection, a form will open to create a project.

Create New Project

You can create a project from a blank form.

  1. From the page Actions menu or toolbar, click Create Project > Create New.
  2. Enter the following information to create a project:
    Field Name Description
    Type Project Space is the type.
    Name Enter the name of the project or click Autoname to automatically name the project.
    Project Date Click to select the date the project is estimated to start or finish based on the value in the Schedule From field.
    CAGE Code Enter the 5-digit value that should be the CAGE code of the organization preparing the project.
    Policy Project Space governs the lifecycle state of the project.
    Project Visibility Depending on who can see the 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 Select the currency. Once the base currency has been set, it cannot be changed.
    Description Enter a detailed description of the project.
    Schedule From 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 Constraint Select As Soon As Possible or As Late As Possible as the default constraint.
    Calendar Click to search for and select the work calendar used to schedule the project.
    Business Unit Click to search for and select the business unit responsible for the project.
    Program Click to search for and select the program connected to the project.
    Business Goal Click to search for and select the business goal for the project.
    Due Date Offset The defined value that determines the difference in dates between Due Customer and Due Data Management for DRLs.
    Enable DRL Notifications Click Yes to enable or No to disable DRL notifications.
    Priority Complexity Weighting Select the value.
    Priority Select Low, Medium, or High.
    Complexity Select Low, Medium, or High.
  3. Click OK.

The new project is listed on the Projects page.

Copy from Project

You can create a project from a copy of an existing project.

  1. From the page Actions menu or toolbar, click Create Project > Copy From.
  2. Click to search for and select the Source Project.
    The name of the copied project is automatically copied from the original project.
  3. Enter the remainder of the details to create a project.
  4. Click OK.
    The new copied project is listed on the Projects page.

Import from Project

You can create a project from importing a .csv file.

  1. From the page Actions menu or toolbar, click Create Project > Import From.
  2. Click Browse to search for and select the .csv file to import.
  3. Enter the remainder of the details to create a project.
  4. Click OK.
    The new copied project is listed on the Projects page.

Create from Template

You can create a project from an existing template.

  1. From the page Actions menu or toolbar, click Create Project > From Template
  2. Click to search for and select the Project Template.
    The name and description fields are automatically copied from the template.
  3. Enter the remainder of the details to create a project.
  4. Click OK.
    The new project is listed on the Projects page.