Create projects to define a set of activities and WBSs that work toward a common goal.
To create a project:
- Click Projects.
- On the Projects navigation bar, click EPS.
- On the EPS page:
- Select the EPS element to which you want to add the new project.
- Click Row Actions and select Add Project.
- In the Add Project dialog box:
- Click the General tab and select an option or enter a value in each required field.
Notes: Avoid using the pipe character ( | ), or brackets ( < or > ) in the Project Name.
- Click the General tab and select an option or enter a value in each required field.
- Click Create.
Tips
- You can add a Description of the project. If the project has a definitive deadline you can add a Must Finish By date, which will allow you to determine if the project is behind schedule.
- You can copy a project from an existing project or template.
- To configure advanced options, you must select a project to copy. This will enable the Advanced tab. If you select to copy a template, the Advanced tab will not be enabled. When you choose to copy data from another project, the new project might not appear immediately. The process runs as a background service and you will see a notification once it has completed.
- You can also right-click the table and select Add Project to create a project.
- You can perform the cut, copy, and paste functions to create new projects from existing projects.