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Create projects

Create a dated delivery record with ownership, scope, client context, and commercial information.

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Step-by-step guidance

Who can do this: Project creation requires project-management permission; financial fields require financial permission.

Before you begin

  • A project code or name, objective, and responsible owner
  • Expected start and target dates
  • The client and available commercial context

Steps

  1. Open Projects and choose New project.
  2. Enter the project identity, client, manager, dates, status, and objective.
  3. Add scope, success criteria, budget, currency, and health information that is known.
  4. Save the project and open its delivery workspace.

Expected result

The project is ready for milestones, work, resources, time, risk, budget, and reporting.

Next action

Create the major milestones, then add the work required to reach the first one.

Common problems

  • The target end cannot precede the start.
  • A manager must have an eligible people record.
  • Financial fields may be hidden by permission.