Project Lifecycle and Processes › Create a Project from a Project Template

Create a Project from a Project Template

Follow these steps:

1. Open Home, and from Portfolio Management, click Projects.

   The list page appears.

2. Click New from Template.

   The select page appears.

3. Select one of the following templates, and click Next:
   • Application Change Template
   • Application COTS Template
   • Infrastructure Deployment Template
   • Major Project Template

   The create project page appears.

4. Complete the following fields:

   Project Name

   Defines the name for the project.

   Limits: 80 characters

   Required: Yes

   Project ID

   Defines the unique identifier for the project that is typically auto-numbered.

   Limits: 20 characters

   Required: Yes

   Start Date

   Displays the date of starting the project.

   Finish Date

   Displays the date of completing the project.

   Objective

   Defines the objectives for this project.

   Limits: 200 characters

   Status

   Indicates the status of the task.

   Values: Started, Not started, and Completed

   Progress

   Indicates the level of work that is completed on the tasks.

   Values:

   • Completed (100 percent)
   • Started (1 - 99 percent)
   • Not Started (0 percent)

   Default: Not Started

   Required: Yes

   Assignment Pool

   Specifies the pool of resources allowed when assigning resources to projects.

   Values:

   • Team Only. Allow only staff members.
   • Resource Pool. Allow team staff members and resources you have access to for booking to a project. With this option, when you assign a resource to a project, the resource is also added as a team staff member.

   Dashboard View

   Specifies the dashboard view selected for the project. Click the drop-down to select a view option.

   Example: Use Project Default Layout value to view the default labor and team utilization charts on the project dashboard page.

   Values: PMO-Project Status, PMO-Program Status, PMO-Project Storyboard, Program Layout, or Project Default Layout

   Default: Project Default Layout

   % Complete Calculation

   Defines the method to use for calculating percentage completion of tasks on this project.

   Values: Manual, Effort, Duration

   Organizational

   Defines the organizational OBS associated with the project.

   Department

   Defines the departmental OBS associated with the project.

   Template Name

   Displays the name of the template.

   Scale Work By

   Defines the percentage of increase or decrease in the work estimates on each task for the new project, relative to the template.

   Default: Zero percent means no change

   Scale Budget By

   Defines the percentage (positive or negative) as the scaling factor for the dollar amounts defined in project cost plans and benefit plans.

   Default: Zero percent means no change

   Convert resources to roles

   Select the option to convert all resources from the project template into roles in the new project.

   Default: Cleared

5. Save the changes.

   The project is created.