Managing Projects › How to Create Projects

How to Create Projects

You can create projects using the following methods:

• New. Builds a new project from the ground up. You can define the project's properties from scratch.
• New from template. Creates a new project based on the tasks, general properties, staff, and financial properties of a similar project that has been created to use as a model for the type of project you are creating.
• Copy from template. Copies tasks, task estimates, and staff assignments from a template project into a new project.
• Converting an idea into a project. Creates a project from an idea saved in CA Clarity PPM. To use this method, you must be granted access to the Demand Management menu and ideas.

  Note: See the Demand Management User Guide for more information.

When you create a new project, you become the project's collaboration manager. As the collaboration manager, you can create action items, start discussions, add documents, create events, and create processes for the project. You can also assign others the role of collaboration manager.

You also can define a number of project-specific properties. For example, you can add a simple or detailed budget, and identify various risk factors that might occur over the course of the project. In addition, you can baseline to create snapshots of project costs and work effort at various stages in the project's life cycle. You can also identify dependencies that exist between a project that you create or manage and other portfolio investments.

No matter which method you choose, define the project in two stages:

1. Create the project.
2. Define the project's properties.

More information:

Managing Projects

Create New Projects

Project Templates

Create Projects from Project Templates

Copy Project Template Data into Projects

How to Copy Financial Plans from Project Templates

Project Properties