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. These operations can be performed by Portfolio Managers and Project Masters.

To create a new project

1. Log in Agility Suite 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 short summary of the Project which describes the objective.
   Description	This is a special type of field which supports basic formatting, images, tables, and hyperlink. Enter details of the objective, and goal which is fulfilled by addressing this project.
   Attachments	You can associate attachments which can be used as detailed information about the project.
   Behaviour	Type of project: Agile or Phased.
   Associate Portfolio	Click on the 'Associate' button and select the portfolio to which the project belongs.
   Requester	The person who is requesting the project. By default name of the person who is creating the project.
   Project Manager	Person, who project manager role, assigned to the project.
   Start Date	Start date of the project.
   End Date	The tentative 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 Agility Suite 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.
   Demand 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.
   Behaviour	Type of project copied from template: Agile or Phased. It is not possible to modify this value.
   Associate Portfolio	Click on the 'Associate' button and select the portfolio to which the project belongs.
   Requester	The person who is requesting the project.
   Project Manager	Person, who project manager role, assigned to the project.
   Start Date	Start date of the project.
   End Date	The end date is populated automatically in order to the Duration of the template and start date.

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

1. Log in to the Agility Suite application
2. Navigate to Portfolios.
3. To open a portfolio on the Portfolios workspace, click the required portfolio 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 short summary of the Project which describes the objective.
   Description	This is a special type of field which supports basic formatting, images, tables, and hyperlink. Enter details of the objective, and goal which is fulfilled by addressing this project.
   Attachments	You can associate attachments which can be used as detailed information about the project.
   Behaviour	Type of project: Agile or Phased.
   Portfolio	Name of Portfolio from you are creating the new project. You cannot modify this value.
   Requester	The person who is requesting the project. By default name of the person who is creating the project.
   Project Manager	Person, who project manager role, assigned to the project.
   Start Date	Start date of the project.
   End Date	The tentative date on which the project is expected to close.

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