Viewing the Project Center Dashboard › About the Project Center › How to Set up the Project Center

How to Set up the Project Center

To view project information about the Project Center dashboard, complete the following:

• Projects are created based on approved ideas, baselined, and include the following:
  • Project metrics such as issues, risks, and change requests are defined.
  • Deliverable documents uploaded to the Collaboration page on projects and attached to tasks.

  See the Project Management User Guide for more information.

• Project management options for the following are set up in Administration:
  • Risk Settings
  • Timesheet Options
  • Document Templates
  • Settings
  • Time Reporting Periods

  See the Administration Guide for more information.

• Financial management is set up for entities, locations, departments, rates, and charge codes.
• Resources and roles are created and assigned to projects.

  See the Resource Management User Guide for more information.

• Timesheets is set up for resources to enter time against their assigned tasks.

  See the Personalizing CA Clarity User Guide for more information.

• Business alignment and tracking factors are defined for the projects.
• Project status reports are created.