Create Project
Explanation
Use this activity to create a project. An assistant is available to ease the
process of entering the data. It allows you to specify settings and details for
the project, like project sites and access etc.
Prerequisites
- A company should exist.
- A calendar should exist.
- The project manager should be registered as a person.
- If you want to connect a customer, that should be predefined.
System Effects
- A project is created, and you can start creating a
project structure with subprojects, activities, and tasks.
- The project is in the Initialized status.
- If project
access was disabled, all users in the system will have access to all
parts of the project.
- If project access was enabled, the project manager will always have
access to all parts of the project. The sub project manager will always have
access to their own sub project and the sub project structure beneath.
The system has automatically created records in Project/Project Access/Access Definition to grant access to all
teams that have the Access to New Projects check box selected in
Project
Team tab. The access for these and other teams can be modified in
Project/Project Access/Access Definition.
Window
Project Navigator
Projects
Project
Related Window Descriptions
Projects
Project
Customer/Customer Projects
Define Project Information
(Step 1 in the Create New Project Assistant)
Procedure
Using the Project or Projects window:
- Open either
Project or
Projects window and create a new record (F5).
- Enter an ID in the Project ID field. The field can be left empty
if any applicable project ID generation rules have been set up in the
Project ID Generation Rules window.
- Enter a project name and description for the project.
- The company that the project should belong to is set as the default
company of the logged in user. If required, select another value from the
List of Values.
- The project manager is set as the person connected to the logged in user
by default. If required, select another value from the List of Values.
- The calendar is set as the default calendar in the system. If required,
select another value from the List of Values.
- If you would like to enable project access for your project, select the Project Access On check
box.
Note: The default value of this check box is determined
by the property value of the PROJECT_ACCESS property in
System Definitions/Object Property tab. If the
property value is ON, the Project Access On check box will be
selected by default. If you enable project access for your project, you must be the
project manager. If the project manager has a person identity that is not
connected to your user ID, you will not see this project the next time you log
on
or repopulate the window.
Enter Additional Information to Project
Once the basic information has been entered (step 1-7) you can add more details
to the project, for example:
- Optionally, enter project attributes such as a project program ID,
additional classification categories etc., to the project. You can also select appropriate values
for these fields from the List of Values.
- Optionally, enter the project's planned start and finish dates.
- Note that the number of hours per work day for the project has been
defined. Enter a different value if required. If this value is changed, the
total work days value for all activities in the project will be
recalculated, and the Early Start and Early Finish dates will remain
unchanged. This means that the number of hours to complete the activity is
unchanged.
Note: The value for hours per work day is utilized by the system to
convert the total work days of the activity to minutes when performing a
scheduling calculation or when entering Early Start, Early Finish and/or
Total Work Days manually.
This value should be in line with the number of working hours for a typical
work day in the project calendar. If this value is not matching the calendar
work day, be aware that the total work days on the activities would not
correspond to the number of working days according to the calendar. When the
project is created this value is set according to the PROJECT_WORKDAY_TO_H parameter in
System Definitions/Object Property tab.
- Optionally, review and select the required settings such as project
unique procurement and billing for your project.
- Optionally, enter information in other other tabs or columns, as
required.
Using the Create Project
assistant:
The most common information regarding a project can be entered using the assistant.
- Open Project Navigator,
Projects,
Project
or
Customer/Customer Projects tab.
- Right-click, and then click the Create New Project menu option. The Create Project assistant will open.
- Enter the mandatory information in step 1. Note: If you select
the Copy Existing Project check box, the Copy Project
assistant will start directly after the steps in the Create Project
assistant is completed.
- Click Next to proceed to the next step in the assistant, or click
Finish to create the project with the defined information at any time.
Note: To help you keep track of your progress, the six windows in the
assistant are numbered consecutively. Depending on the options that you select,
some of the subsequent steps may be disabled. The assistant will automatically
guide you through the steps that you need to complete.