How to Create and Manage Projects

If you are new to project management, consider using the following process when creating and managing new projects:

  1. Create the project.
  2. Define its properties.
  3. Create the project tasks.
  4. Define the task work breakdown structure.
  5. Build the project team.
  6. Assign staff to the tasks.

Note: It is recommended that you create the project tasks before assigning staff to them. Unless your CA Clarity PPM administrator changes the default setting, a placeholder effort task is automatically created if you staff your project before creating tasks. When this happens, you can either delete this effort task, or redefine its properties and continue to use it. You can create budgets, financial plans, risks, and issues at any time.

Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information.

More information:

Managing Projects

Managing Tasks

Building Project Teams

How to Create Projects