Creating a project

Creating a project is the first step in outlining your work. A project provides a basis for logically grouping the activities that are required to achieve the project's objective or target. When you create a project, you must specify the project type (effort-based or duration-based), and select a project calendar that provides the basis for calculating the project schedule and effort.

To perform this task, you must have the required security permission. For more information about security permissions, see User security settings.

Before you create a project:
  1. Decide the project hierarchy in the WBS tree:
    • Project is a root element, without a parent program or project. In this scenario, the project does not have any parent element such as a program or another project.
    • Project is the child of a program. In this scenario, the project is nested under a program.
    • Project is a sub-project, or as a child of another project. In this scenario, the project is nested under a project that may or may not be nested under a program.
  2. Decide the project type - effort-based or duration-based. For more information, see Effort-based and duration-based projects.

To create a project:

  1. Use either of the following options to open the Create project window:
    • Using the Create button - In the WBS tree, click a program or project. On the Create button, click the down arrow, and then click Project.
    • Using the shortcut menu - In the WBS tree, click a program or project, click the down arrow, and select Create New > Project.
  2. In the Create Project window, enter the following information:
    • Enter the Project name.
    • The Parent name is the name of the selected program or project in the WBS tree.
      • To modify the parent program or project, click Browse, and select a different parent from the tree.
      • To remove the parent program or project and make the new project a root element, select the Root project check box. The Parent name is cleared.
    • Select the project Type as Effort-based or Duration-based. You cannot modify the project type after you save the project.
    • Select the Calendar to associate to the project. You cannot modify the calendar selection after you save the project.
    • Enter the project Start date or click the Calendar control to select a date. By default, the current date is the project start date. If the current date or the start date you selected is a non-working day in the selected project calendar, then on save, the next working day in the project calendar is set as the start date.
    • Enter the project Finish date or click the Calendar control to select a date. The Finish date cannot be earlier than the start date. By default, the finish date is set to the same date as the project start date. If the current date or the finish date you selected is a non-working day in the selected project calendar, then on save, the next working day in the project calendar is set as the finish date. After you create a project WBS and a schedule for the WBS, the project start and finish dates are determined by the dates of the earliest and latest project activities.
    • Select the RTC (Rational Team Concert) Project Area to add the new project to.
  3. Click Save. You can view the project in the WBS Overview or the WBS Schedule Gantt viewlet.
After adding the project, create the project WBS. For more information about creating the WBS, see Creating the WBS.

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