Enter the basic details for the project:
Note:
The Collaborative Space is shown in which the project is
created.
Type. Shows as Project Space. If alternate types or subtypes
exist for your system, click to select a subtype.
You can select only one subtype. The type selected determines the policies made
available in the Select Policy field and the corresponding attributes on the page. The
type chooser is available only when there is more than one type. If there is only one
project type, this field becomes a read-only field showing the project
type.
Name. Enter the name of the project. Click
Autoname to have the system assign the project
name.
Project Date. The date on which the project is
estimated to start or finish, based on the value of the Schedule From field. To change
the date, click . When using a
start date, the default is today's date. Depending on how tasks are added to the
project, the tasks may take on this date by default. For example, if you add tasks from
scratch, they automatically have the same estimated start date as the project. For more information about estimated start dates, see About Tasks.
Policy. Select the policy to
govern the project from the list. The policies in the list are for the Project Type
selected. If the type only has one policy, this field is read-only.Note:
If you select a
custom policy, the custom policy must be added to the DomainAccess.xml file to
successfully create the project.
Project Visibility
- 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.
- 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.
Note:
Once a project is created, you cannot change its visibility.
Note:
This
field is not available when creating projects in a 3DBaseline
environment.
Base Currency. The currency for any
financial data. The base currency applies to budgets, benefits, resource requests, and
forecasts. The base currency is set at project creation time and cannot be changed after
creation.
On premises only: The base currency is set in the
emxCommon.Currency.Triangulation property in the emxSystem.properties
file.
Note:
If you want to see the project's functionality in another currency,
set the user's Currency Preference to that currency as described in Web App Preferences.
Description. Type a brief description of the
project.
Schedule From. Select an option from the
menu:
- Project Start Date. Schedule the project based on when you
start.
- Project Finish Date. Schedules the project based on its
finish date.
Default 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. Click to select one or more
calendars for the project. If only one calendar is selected, it becomes the default
calendar. If more than one calendar is selected, none of the calendars become the
default, in which case you must set the default calendar from the Project Properties
page. The default calendar is used in project scheduling. If a project does not have a
default calendar connected, the system calendar is used for scheduling. The system
calendar has 5 workings days and 8 working hours per day with Saturday and Sunday as
non-working days.
Business Unit. The business unit. Click to
select a business unit.
Program. Select one or more programs to be associated with the project. Click and search for the
programs. The search results list programs from collaborative spaces associated with the
logged-in user.
Business Goal. The business goal that this
project fulfills. Since only the host company can work with business goals, the field is
only shown for host company employees. To associate a business goal with the project,
click . The search results
list business goals from collaborative spaces associated with the logged-in user.