15.4 Creating a Project

Only the System Administrator user can create projects.

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

    • Mode (Planning or Automated)

    • (Optional) Custom Field Names (Field 1 to Field 7)

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

  6. In the Associations pane, click each tab to configure settings for the associated components. See Section 15.7, Configuring Project Associations.

  7. (Optional) Click Set to Completed, or click Reopen.

  8. Click Save.

  9. Click Close.