Be sure you have the proper permission setting to administer projects. If your company has chosen to “organize projects” (that is, create projects under different project categories), be sure these categories have been set up. Categories can also include asset classes.
Step 1: Create a Project Template. Most major functionality that is available in a project can be set up in a project template. You can set up as few or as many individual features as you like within a template.
Step 2: Create a new Project. This can be done manually, or by copying a project template.
Step 3: Set up permissions. Grant permissions to access and work with the new project to project team members. Refer to the Primavera Unifier and uDesigner Reference Guide for project permission settings.
Step 4: Setup up gates. This is an optional step. The gates feature allows you set up acceptance criteria to use to track and control project phases.
Step 5: Manage projects. This includes updating projects to “push” updated information, set ups, etc., to existing projects. The projects do not need to have been created originally from the template.
The following sections discuss creating and managing projects and project templates.
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