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Lesson 1: Create 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.
Use the Overview or the Schedule Gantt viewlet to perform this task. In the navigation bar, click Work, and click the Overview or the Schedule tab.

To create programs and projects, you must have the JazzProjectAdmins or the JazzAdmins repository permission.

Before you create a project, you must create a program to nest the project under. To create a program:
  • Ensure that the Overview or Schedule Gantt viewlet is open. On the WBS tree, click Create Program.
  • Hover the mouse over the program row, click the down arrow, and click Rename.
    Rename button.
  • Enter the program name as MyProgram.
  • In the WBS Overview viewlet, click Save.

To create a project:

  1. In the WBS tree, on the new program row, click the down arrow, and click Create New > Project.
  2. In the Create Project window, enter the project name as Develop MySoftware module. The Parent name is the name of the program you created.
  3. From the Calendar list, select Default.
  4. Leave the default values for the other fields, and click OK.
    Create Project window
    For more information about the fields in the Create Project window, see Creating a project.
You have successfully created a project.

In the next lesson, you will define the project phases or iterations, and add tasks and milestones to the project.

Lesson checkpoint

In this lesson, you learned how to create a project.
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