Creating Projects

Create projects to define a set of activities and WBSs that work toward a common goal.

To create a project:

1. On the Navigation Menu, expand Projects and click EPS.
2. On the EPS page:
   1. Select the EPS element to which you want to add the new project.
   2. Click Context and select Add Project.
   3. In the Add Project dialog box:
      • Click the General tab and select an option or enter a value in each required field.

        Note:

        Avoid using the pipe character ( | ), or brackets ( < or > ) in the Project Name.

   4. Click Create.

Tip:

• 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.