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 select a project calendar that provides
the basis for calculating the project schedule and effort, specify
the project type (effort-based or duration-based), and select the
method for providing labor forecast values.
Before you begin
Use the Overview viewlet to perform
this task. In the navigation bar, click Work,
and click the Overview tab.
To
create a project or a subproject, you must have the JazzProjectAdmins
or the JazzAdmins repository permission.
Before
you create a project:
- Create the program to which the project will be added.
- If you want to create the project as a subproject, create the
parent project within the program.
- Learn about effort-based and duration-based projects. For more
information, see Effort-based and duration-based projects.
About this task
To create a project:
Procedure
- In the WBS tree, click the program to add the project to.
- Optional: To create a subproject, within the
program, click the parent project.
- In the WBS tree, click the down arrow on Create
Program, and then click Project
- 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, and is non-editable.
- In Calendar, select a calendar to associate
with the project. You cannot modify the calendar selection after you
save the project.
- In Assignment Type, select whether the
project is Effort-based or Duration-based. You cannot modify the project
type after you save the project.
- In Start date, select
the start date for the project or click the Calendar control to select
a date. By default, the start date is the current date.
- In Finish date, select
the finish date for the project or click the Calendar control to select
a date. By default, the finish date is the same as the start 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.
- In Labor Forecast Type, select Calculate or Manual.
This setting indicates how the forecast values of labor cost and labor
revenue for the project are determined. If set to Calculate (default
value), then, the forecast labor values are automatically calculated
based on the project and task assignments, and the profiles and resource
rates for those assignments. When calculated, the Forecast values
for Labor Cost and Labor Revenue are non-editable in the project financials
view. If set to Manual, project or program managers must enter the
forecast labor cost and revenue values manually in the in the project
financials view. You cannot modify this setting after you save the
project.
Note: If you are creating a subproject, the Calendar, Assignment
Type, and Labor Forecast Type are the same as the parent project,
and cannot be edited.
- Click Save. You
can view the project details in the WBS Overview viewlet.
What to do next
After adding the project, create the project WBS. For more
information about creating the WBS, see
Creating a project WBS.