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 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:
  1. Create the program to which the project will be added.
  2. If you want to create the project as a subproject, create the parent project within the program.
  3. 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

  1. In the WBS tree, click the program to add the project to.
  2. Optional: To create a subproject, within the program, click the parent project.
  3. In the WBS tree, click the down arrow on Create Program, and then click Project
  4. 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.
  5. 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.

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