How You Enable Project Creation

Project managers should be able to create projects from the Project Management work area using the Create Project link from the Actions panel tab.

However, if they can't see the links related to project planning in the Actions panel tab, here's how project application administrators can resolve the issue:

  • If all the links related to project planning are unavailable, update the implementation status of the offering.

  • If only the Create Project link is unavailable, add a privilege to the project manager.

Updating the Implementation Status of the Offering

If project managers don't have access to multiple links related to the project planning or change orders, then the project application administrator must:

  1. Open Setup and Maintenance > Setup: Project Execution Management > Actions > Edit Implementation Status.

  2. Change the status to Implemented or In Progress.

Adding a Privilege to the Project Manager

If project managers can't access the Create Project link, the project application administrator must assign the Create Project Work Plan privilege to the project manager. By default, the Create Project Work Plan privilege rolls up to the Project Execution job role.