Creating and Managing Projects

 

Projects can be created from scratch one at a time, or can be created by copying a project template. It is recommended that you create one or more project templates first, then create new projects based on them. Advantages to using a template include ease of individual project setup, consistency between projects, and the ability to update project information easily (for example, if you add a new user, introduce a new business process, or edit a cost sheet column) by allowing you to make an addition or modification directly to the template and then “push” it to existing projects.

Note: You can migrate standard projects to WBS shells. See "Migrating standard projects to WBS shells".

 

How to create and setup a project

Creating a Project Template

Defining Project (and Project Template) Properties

Creating a Project

Updating Projects

Managing Member Companies

Managing Project Users and Groups

 

 

 


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