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Lesson 1: Creating a project

Creating a project is the first step in project planning. A project is the foundation for all activities that are required to achieve a certain objective, for example, delivering a new version of a software application. When you create a project, you define primary attributes about the nature and properties of your project, such as whether it is effort-based or duration-based, and whether it is a standalone project or nested within a program or another project.
The new project can be viewed in the WBS Overview viewlet. Navigate to or add the WBS Overview viewlet to your view.

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To create a new project:

  1. In the WBS tree, click a project or program. On the Create button, click the down arrow, and click Project.
  2. In the Create Project window, enter the following information:
    • Enter the Project name as Develop Work Management module.
    • Select the Root project check box. This makes the new project a standalone project.
    • Select the project Type as Effort-based. You cannot modify the project type after you save the project.
    • In the Calendar list, ensure the Default Calendar is selected. The project will follow the working and non-working days and hours specified in the default calendar. You cannot modify the calendar selection after you save the project.
    • The default start date and finish date are the current 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.
    • Leave the RTC (Rational Team Concert) Project Area selection empty.
  3. Click Save. You can view the new project in the WBS Overview viewlet.
You have successfully created a project. In the next lesson, we will define the project phases or iterations, and add tasks and milestones to the project.

Lesson checkpoint

In this lesson, you created a project and learned about the following aspects of a project:
  • What a project is and how to create a project
  • What project attributes are and how to define them
  • How project dates and duration are determined
  • How to attach a calendar to a project

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