Creating Projects
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.
Related Topics
Assigning Locations to Projects
Creating Projects from Existing Projects or Templates
Creating Project Templates from Existing Projects or Templates
Deleting Projects or EPS Elements
Opening Projects or Templates in the EPS
Removing the Exclusive Lock on Projects
Last Published Thursday, February 1, 2024