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:
- 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.
- Decide the project type - effort-based or duration-based. For more information,
see Effort-based and duration-based projects.
- 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 .
- 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.
- 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.