Create a project

To create a new project:

  1. Choose File, New. This launches the Create a New Project wizard.
  2. Select the EPS to which you want to add the new project.
  3. Type a project ID and a project name for the new project.
  4. Specify a project planned start date for the project and if necessary, a must finish by date.

    When you add a must finish by date, the calendar defaults to the date and time of the project's finish date. When the Finish is blank, the calendar defaults to the current system date and time.
  5. Select a responsible manager.

    The OBS element you select here appears at the top of the new project's OBS.
  6. Select the rate type you want the project to use by default for new resource and role assignments.
  7. Click Finish.

You can configure the project properties by choosing Enterprise, Projects, and then display Project Details. Refer to the appropriate help topics for step-by-step instructions.



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Last Published Thursday, January 12, 2023