To create a new project:

• Enter Project Name, Project Number (if available), Manager, Priority, Status, Client, Portfolio, Department and Description.
  
  

  If project numbers are being automatically generated by the system they come in three parts: a prefix, the number itself, and a suffix. Prefixes and suffixes will appear immediately before and after the number, without any delineation, unless a space or other character is put in. Therefore, in the prefix, it is possible to put "xxx " (including the space), and have the space appear between the prefix and number. If project numbers are being automatically generated, a number will appear in the middle box. This number cannot be edited from this page (but can be edited from the Edit Project page). Project numbers do not have to be unique. If the project numbers are not being automatically generated they appear as one text box, in which anything can be input.
  
  

  If a project is set with the status Planning then the project will only be accessible to the Project Manager and Owners (if any). No notifications will be sent out, nor will anyone see the project in their project list, or see tasks in their task lists. The project will not appear in the Management Reports either. In effect, the project is hidden while in planning mode. When the project status is changed, users will be notified that a project has been created.

• Select the method for calculating Percent Complete for the project schedule. Percent complete can be calculated in three ways:
  1. Estimated Hours vs. Timesheet Entries: Uses estimated hours (input in the schedule) and compares with timesheet entries.
     
     
  2. Manager inputted data: Allows managers to manually determine the percent complete of each schedule step.
     
     
  3. Time gone by: Measures the length of a step versus the time actually gone by.

• Enter Start Date and Delivery Date using the format mm/dd/yyyy or use the calendar popup.
  
  
• Add Project Members by clicking on the select project members link. This will launch a popup browser window, where it is possible to search for, locate and choose the members of the team:
  • Search for users by Name, Employee Number, Office, Department, Job Function, Skills, Teams, and/or Projects by entering search criteria (or selecting from menus, where available) and clicking Search.
    
    
  • Or click on a letter to generate a list of users whose last names start with that letter.
    
    
  • Or click ALL for the entire list of users.
    
    
  • It is possible to search based on availability by inputting a start and end date into the Show Availability Between fields.
    
    
  • Once a list of users is generated by the search on the left-hand side, click on the checkboxes to select them.
    
    
    • To add the selected users to the team, click on the Add Selected button.
    • To add everyone from the search results to the list, click the Add All button.
    • To remove someone, select the checkbox next to that name on the left-hand side, and click the Remove Selected button.
    • To remove everyone from the team (which is the list of users on the right-hand side), click the Remove All button.
    • When finished adding users to the project click the Accept List button. This will close the popup window and add the people selected to the Create a Project screen.

  • Choose the owners of the project by checking the box next to the appropriate name(s). Note: Project owners are responsible for the project in the system. Functionally, an owner can modify all aspects of a project. The manager is automatically made an owner of the project and is always added to the Project Members list (whether or not they were selected during the process).

  When finished, click the Create New Project button. A Project Number will be automatically assigned to the project.