Creating new projects
Use the procedure in this topic to create a new project.
To create a new project
In the Benefitting Organizational Units field, select the appropriate Organizational Unit.
- In the Project Start Date field, specify the start date of the project.
The start date of the project is used when you estimate resources for this project. The Estimate Resources pane displays the project start date in the Planned Start date field. Therefore you can estimate resources for the period starting from the project start date. In the Project End Date field, specify the date for the end of the project.
Similar to project start date, the project end date is used when you estimate resources for this project. The Estimate Resources pane displays the project end date in the Planned End date field. Therefore you can estimate resources up to the period ending at the project end date.- In the Access Restriction field, specify the names of the organizational units that can access this project data.
- In the Approver Template field, specify the template containing the name(s) of the users who must approve the project during the approval phase.
The project lifecycle template might have a default approver template attached. The template that you specify in the Approver Template field are in addition to the default approver template. An administrative-level user can configure approver templates. Click Save and New or Save and Done.
The Project Details screen appears for the last Project you created.
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