Creating projects

This topic guides you on how to submit new Projects. For a quick introduction and life cycle of Project Management, you can refer to Project-Management-Overview.

The below operations can be performed by Portfolio/Program Managers under which the project falls and Project Masters.

To create a new project

1. Log in to the Portfolio Management application and select Create > Project.

2. On the Create Project page, enter the values for the following fields: 

   Field Labels	Description
   Project Summary	Enter a heading or summary of the Project, which describes the objective.
   Description	This field is to add a detailed description of the Project. This rich text editor supports basic formatting, images, tables, and hyperlink. You may enter details like the objective, and goal which is fulfilled by addressing this Project.
   Attachments	Click to provide any attachment related to the project.
   Behavior	Type of the project: Agile or Phased.
   Associate Portfolio/Program	Click on the 'Associate' button and select the portfolio/program under which you want to create the project.
   Requester	The person who is requesting the project. By default name of the person who is creating the project.
   Project Manager	Click on the 'Associate' button and you will get the list of people having project manager roles. Select one from the list as assigned to the project.
   Start Date	Start date of the project.
   End Date	The tentative end date of the Project.
   Target Date	The tentative target date on which the Project is expected to close.

3. Click Save. The new project is created and opened in Draft status.

To create a new project using a template

1. Log in to the Portfolio Management application and select Create > Project.
2. On the Create Project page, click Select Template. 
3. On the Select Project Template page, select a template from the list and click Select.

4. Review the values, which are copied from the template, for the following fields: 

   Field Labels	Description
   Template	Name of the template selected.
   Summary	Summary copied from the template.
   Description	Description copied from the template.
   Attachments	You can associate attachments which can be used as detailed information about the project.
   Behavior	Type of project copied from template: Agile or Phased. It is not possible to modify this value.
   Associated Portfolio/Program	Click on the 'Associate' button and select the portfolio/program under which you want to submit the project.
   Requester	The person who is requesting the project. By default name of the person who is creating the project.
   Project Manager	Click on the 'Associate' button and you will get the list of people having project manager roles. Select one from the list as assigned to the project.
   Start Date	Start date of the project.
   End Date	The tentative end date of the Project.
   Target Date	The tentative target date on which the Project is expected to close.

5. Click Save. The new project is created and opened in Plan/Prepare status. Sprints or Phases and Tasks are created in the project automatically from sprints, phases and tasks templates related to the project template.

To create a new project from the portfolio/program

1. Log in to the Portfolio Management application.
2. Navigate to Portfolio or Program under which you want to create the new project.
3. Open the portfolio/program by clicking on the required portfolio/program ID.
4. Go to the Projects tab, and click +Project.

5. On the Create Project blade page, enter the values for the following fields: 

   Field Labels	Description
   Project Summary	Enter a heading or summary of the Project, which describes the objective.
   Description	This field is to add a detailed description of the Project. This rich text editor supports basic formatting, images, tables, and hyperlink. You may enter details like the objective, and goal which is fulfilled by addressing this Project.
   Attachments	Click to provide any attachment related to the project.
   Behavior	Type of the project: Agile or Phased.
   Associate Portfolio/Program	Click on the 'Associate' button and select the portfolio/program under which you want to create the project.
   Requester	The person who is requesting the project. By default name of the person who is creating the project.
   Project Manager	Click on the 'Associate' button and you will get the list of people having project manager roles. Select one from the list as assigned to the project.
   Start Date	Start date of the project.
   End Date	The tentative end date of the Project.
   Target Date	The tentative target date on which the Project is expected to close.

6. Click Save. The new project is created in Draft status.