Creating Certification/Validation Projects

You can create a certification/validation project. Once you create a project, you become the owner of the project, but you can reassign ownership if needed.

Required access roles:

  • Baseline: Administrator, Leader
  • App-specific: Contracts Manager

This task shows you how to:

See Also
Creating a Project
Opening a Contract

Create Certification/Validation Project

You can create a certification/validation project several ways.

  1. To create a certification/validation project, do one of the following:
    • With Program and Contract Management the active app, click .
    • In the navigation pane, click Type Cert Mgmt > Certification Projects.
    • From the page Actions menu or toolbar, click Create Certification/Validation Project > Create New, Copy From, or From Template.

    Or

    • From the top bar, click Add
    • Click Type Cert Mgmt > Create Certification/Validation Project.
    • Click Create New, Copy From, or From Template.

    Or

    • Open a contract.
    • In the navigation pane, click Projects.
    • From the page Actions menu, click Create Project > Create New, Copy From, Import From, or From Template.
  2. Select how the certification/validation project will be created:
    • Create New - Creates a blank project. You will have to define a bookmark structure for organizing contract artifacts in addition to creating a contract schedule without the benefit of a process template.
    • Copy From - Creates a project from a copy of an existing project. The existing project attributes, such as name, description, and CAGE Code are copied to the new project. You will have to enter the basic information for the new project.
    • From Template - Creates a project from an applicable project template. Templates carry over predefined bookmark structures, tasks, deliverables, preformatted document templates, and other content as may be defined within the 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 contract.

Create New Certification/Validation Project

You can create a certification/validation project from a blank form.

  1. From the page Actions menu, click Create Certification/Validation Project > Create New .
  2. Enter the following information to create a contract:
    Field NameDescription
    NameEnter the name for the certification/validation project or select the AutoName check box to automatically name the project.
    TypeClick to select the type of object.
    DescriptionEnter a description for the certification/validation project.
    ProgramClick to select the program assigned to the certification/validation project.
    Schedule FromSelect Project Start Date or Project Finish Date.
    Schedule From DateClick to select the date.
    Project VisibilitySelect the users who can view the project.
    Business UnitClick to select the business unit.
    Business GoalClick to select the business goal.
    Select PolicyProject Space is the policy that governs the lifecycle of the certification/validation project.
    Approver SelectionSelect Resource Manager or Project Lead.
    Base CurrencySelect the base currency.
    Default ConstraintSelect As Soon As Possible or As Late As Possible.
    Effort SubmissionSelect Task or Phase.
    ComplexitySelect the complexity.
    PrioritySelect the priority.
    Resource Plan PreferenceSelect Timeline or Phase.
    Schedule Based OnSelect Actual or Estimated.
    Priority Complexity WeightingSelect the value.
  3. Click OK.

The Certification/Validation Project Summary page opens.

Copy From Certification/Validation Project

You can create a certification/validation project from a copy of an existing certification/validation project.

  1. From the page Actions menu, click Create Certification/Validation Project > Copy From.
  2. Click to search for and select the source project.
  3. Click Submit.
    Certain attributes from the copied project are filled in automatically.
  4. Change any attributes as necessary.
  5. Click OK.
    The copied Certification/Validation Project Summary page opens.

Create From Template

You can create a certification/validation project from a template of an existing project template.

  1. From the page Actions menu, click Create Certification/Validation Project > From Template.
  2. Click to search for and select the project template.
  3. Click Submit.
    Certain attributes from the copied project are filled in automatically.
  4. Enter any questions.
  5. Change any attributes as necessary.
  6. Click OK.
    The new Certification/Validation Project Summary page opens.