10.4 Creating a Project

NOTE:Administrator privileges are required to create a project and assign a Project Manager.

To create a project:

  1. In the Web Interface toolbar, select Planning.

  2. Select the Projects tab.

  3. Click Create.

  4. In the Project pane, specify the following information:

    • Name

    • Organization

    • (Optional) Description

    • Start Date

    • End Date

    • (Optional) Custom Field Names (Field 1 to Field 8)

  5. Click Save to create the project and activate the Associations pane.

  6. In the Associations pane, select the Users tab, then assign a user to the Project Manager role for the project.

    1. Select Project Manager, then click Add.

    2. On the Add Project Manager dialog, select the user name from the System Users list, then click OK.

      The user information displays in the list of Project Managers.

  7. (Optional) In the Associations pane, click each tab to configure settings for the associated components.

    You can alternatively exit the dialog to work with the main tabs for these components.

  8. If you made changes, click Save.

  9. Click Close to exit the dialog.