Managing Projects › How to Create Projects › Create New Projects

Create New Projects

You can complete project basics such as the project's name, duration, page layout, progress, and status using the Create Project page. You can also complete the optional fields, or open the project later and complete them on the Project: Properties: Main - General page.

To create a new project

  1. Select Projects from the Portfolio Management menu.

    The Projects list page appears displaying a list of existing projects.

  2. Click New.

    The Create Project page appears.

  3. Complete the following required fields, and then click Submit:
    Project Name

    Defines the unique name for the project.

    Limits: 80 characters

    Project ID

    Defines the unique identifier for the project.

    Limits: 20 characters

    Page Layout

    Defines the page layout you want to use to view project or program data.

    Values:

    • Program Layout. Use this layout to view budget data on the Project Dashboard page.
    • Project Default Layout. Use this layout to view the default labor and team utilization charts on the Project Dashboard page.
    • Program Status Dashboard. This layout is only available if you have installed the PMO Accelerator add-in.

      Note: See the PMO Accelerator Product Guide for more information.

    • Project Status Dashboard. This layout is only available if you have installed the PMO Accelerator add-in.

      Note: See the PMO Accelerator Product Guide for more information.

    • PMBOK Project Layout. Use this layout to display the PMBOK Guide Accelerator add-in features. This layout is only available if you have installed the PMBOK Guide Accelerator add-in.
    • PRINCE2™ Project Layout. Use this layout to display the PRINCE2 Accelerator add-in features. This layout is only available if you have installed the CA Clarity PPM Accelerator for PRINCE2™ add-in.
    Start Date

    Defines the start date of the project.

    Finish Date

    Defines the finish date of the project.

    Progress

    Indicates the level of work that has been completed on project tasks. Use the following as a guideline:

    • Not Started = 0 percent
    • Started = 1 - 99 percent
    • Completed = 100 percent

    Options: Completed, Started, and Not Started

    Default: Not Started

    Status

    Indicates the status of the project.

    Values: Approved, Unapproved, or Rejected

    Default: Unapproved

    The project is created.

More information:

How to Create Projects

Project Templates

Create Projects from Project Templates

Copy Project Template Data into Projects

How to Copy Financial Plans from Project Templates

Project Properties

Edit General Properties (Project)

Scheduling Properties (Projects)