Creating a Project Concept

You can create a project concept along with its basic definition.

  1. Click Add > Program > Create Project Concept.

    Or:

    1. From the Compass, click Social and Collaborative Apps and select Program > Projects.
    2. Click Create New Project Concept.
  2. Enter details of the project concept:

    Name. The name of the project concept.

    Note: The Collaborative Space is shown in which the project concept is created.

    Policy. Select a policy from the list (there may be only one policy listed).

    Brief Description. A brief description of the idea.

    Business Unit. The business unit the concept should be assigned to. To choose a business unit, click and then choose a business unit within your company.

    Program. The programs the concept belongs to. To specify one or more programs, click and select the program(s).

    Visibility. Defines who can view the concept.

    • Company. All users in your company can view the concept by searching for it.
    • Members. Only people added as project members can view the concept.
    Note: This field is not available when creating projects in a 3DBaseline environment.

    Schedule From. Tasks for this project will be scheduled either from the Project Start Date or the Project Finish Date. The date is specified in the Project Date field.

    Project Date. The project date, which is used with the Schedule From field.

    Default Task Constraint. The default constraint type for project tasks. If this is set to "As Soon As Possible" the constraint type for tasks defaults to "As Soon As Possible". Otherwise, the default constraint for tasks is "As Late As Possible."

    Calendar. The calendar for the project concept.

  3. Click OK.

    After creating the concept, you will typically want to add members to it. Then you and anyone you assign as a Project Lead can add components, such as tasks, bookmarks, and documents. You can create discussion threads and routes to solicit feedback and identify risks.