Creating Projects

The following procedure is an example of creating projects to associate with the teams created in the previous section:

1. In the Navigation pane, select Portfolio>Projects. The following menu appears:

Figure 45.

2. Click Create New Project to create a project to associate with one of the teams you created in the previous section. The Add Project Plan dialog box appears:

   

   

   Figure 46.

3. Enter the project name in the Name field.
4. Click Yes if you want to use a project template. Select the template from the Project Template dropdown. If there are no existing templates, the Yes button and the Project Template dropdown are grayed out. Project1
5. Click the calendar icon in the Target Start field to select the start date for the project. The Target Finish field automatically displays the next day. Click on the calendar icon to change the finish date.
6. Specify the scheduling type by selecting either Forward or Backward from the Scheduling Type dropdown.
7. Click the green arrow to create the project. The following screenshot shows an example of a project:

Figure 47.

8. Click the ellipses in the Project Manager field. The Search dialog – Identity dialog box appears.

Figure 48.

9. Select Team Manager and click the green check icon.
10. Enter the project name, Target start/finish and Schedule start/finish dates in the appropriate fields.
11. Select the Scheduling and Project Update modes from the associated dropdown lists.

12. Select the Team tab and select either Pick Related or No Related from the dropdown menu. If you select Pick Related, the Search dialog box appears listing the available team roles.

    

    

    Figure 49.

13. Select the identity to associate with the Project and click the green arrow.

1. Select the Deliverables tab to associate ItemTypes with the project.

2. Click Select Items to select existing ItemTypes. The Deliverable dialog box appears:

   

   

   Figure 50.

3. Click the down arrow in the ItemType column and select an item from the list by clicking the green arrow.

4. To create ItemTypes to associate with the project, select Create Items. The Select ItemType dialog box appears:

   

   

   Figure 51.

5. Select the item type and click OK. The following screenshot shows a blank Part window:

   

   

   Figure 52.

6. Enter a number in the Part Number field. The Revision and State fields are automatically populated when you save the part.
7. Click the ellipses in the Assigned Creator and Designated User fields to select roles to assign to the document.
8. Click the calendar icon to specify the Effective Date for the document.
9. Enter a description in the Description field.
10. Click the Template checkbox to use a template for the document.

Use the following procedure to attach related files to a project document:

1. Click the Add Documents icon . A window similar to the following appears:

Figure 53.

2. Select the appropriate file and double-click on it to attach it to the document.

3. Click Save. The document appears on the Project Deliverables tab.
4. Click the Part tab and select the New Relationship icon to associate a Part with the project. The Search dialog box appears.

Use the following procedure to add part information to a project:

1. Select the Parts tab to add one or more parts to a project.

2. Select Pick Related from the dropdown and click on the New Relationship tab to select existing parts. The Part search dialog appears.

3. Click the Run Search icon to see a list of available parts:

   

   

   Figure 54.

4. Select the Parts that you want to attach to the project and click the green arrow. They are added to the Parts tab.
5. Select the Part and click the Return Selected icon. Click Save. Use this procedure to create a second project.
6. Associate the project with Team2.