Insert Project ID

Explanation

Create the project in the system by registering the project ID, project name, project description, manager, company and calendar. A wizard is available to ease the process of entering the data. The wizard lets you specify the project details and project milestones, project sites and project access.

Prerequisites

A company must exist.
A calendar must exist. It must be predefined in Calendar.
The person to be registered as project manager must have a user ID in Person.
If you want to connect a customer, the must be predefined in Customer.

System Effects

A project is created, and you can start creating a project structure with subprojects, activities, and tasks.
The project is in Initialized status.
If project access was disabled, and all users in the system will have access to all parts of the system.
If project access was enabled, the project manager will always have access to all parts of the project. The sub project manager will always have access to their own sub project and the sub project structure beneath.
The system has automatically created records in Project/Project Access/Access Definition to grant access to all teams that have the Access to New Projects checkbox marked in Project Team. The access for these and other teams can be modified in Project/Project Access/Access Definition.

Window

Projects
Project

Related Window Descriptions

Projects
Project
Define Project Information (step 1 in wizard)

Procedure

Create a new project by using wizard:

Open Projects or Project.
Click the right mouse button menu option Create New Project, and fill in all wanted information
Click Finish

Or you can do it manually in Projects or Project.

Create a new record.
Enter the project ID, project name, project description, manager, company and calendar (the default company automatically appears). The manager must be a person connected to a system user. The rest of the information (such as program ID, currency type, customer, customer responsible, customer project ID, planned start date, planned finish date, planned revenue, planned cost and probability to win) can be registered either now or later.
Verify/change the setting of Project Access On.
Select the Project Unique Procurement check box if you want the purchase orders and purchase invoices to be created uniquely for this project and not combined with other projects. Similarly, select the Project Unique Billing check box if u want sales invoices to be created uniquely for this project.
Save.
If project access was enabled, you might want to define/modify the team access. See the activity Define Project Access for more information.
You can now use the tabs in Project to enter more information if desired.