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, and 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 CBS shells. For more information, see Migrating Projects (Standard) to CBS Shells in the UnifierModules Setup Administration Guide.
See Also
Managing Project Users and Groups
Setting up Automatic Status Update
Create an Automatic Project Status Update Setup
Choose the Order of Non-active Statuses (Settings Tab)
Define Status Change Query and Trigger Conditions (Settings Tab)
Define Project Status Update Schedule (Schedule Tab)
Activate or Deactivate an Auto-update Status Setup
Set Permissions for Automatic Update of Project Status
In This Section
How to create and setup a project
Defining Project (and Project Template) Properties
Last Published Friday, February 2, 2024