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Create Project Charter Documents

Follow these steps:

1. Open the PMBOK Guide project.

   The properties page appears.

2. Open the Properties menu, and click Product Charter.

   The project charter page appears.

3. Click New.

   The create page appears.

4. Complete the following fields in the General section:

   Name

   Defines the name of this project charter. Once you submit the document for review, this field is display only. In management views, the title is the name of the project charter and is the project link. On the project dashboard page, the document name represents the project charter and is a link to the project charter.

   Limit: 80 characters

   ID

   Displays the unique identifier for the document.

   Limit: 80 characters

5. Complete the following fields in the Overview section:
   • Synopsis. The synopsis you enter here displays in the Project Status Snapshot report as the Project Description/Synopsis.
   • Purpose/Business Need
   • Purpose/Business Need Details
   • Product Description and Deliverables
   • Project Management

   See A Guide to the Project Management Body of Knowledge (PMBOK Guide) for more information.

6. Complete the following fields in the Assumptions, Constraints and Issues section:
   • Assumptions
   • Constraints
   • Issues

   See A Guide to the Project Management Body of Knowledge (PMBOK Guide) for more information.

7. Complete the following fields in the Resources section:

   Personnel Resources

   Defines the resources that perform the tasks on this project. The resources who are not already on the project as team members are added to the project as team members when this document is approved.

   Financial Resources

   Defines the financial resources for this project charter.

   Important! If you define financial resources but not a detailed budget for the project, then when the reviewer approves this project charter, the project planned cost is populated with the value. If you have not defined the project planned cost start date and planned cost finish dates, the date fields are populated with the project Start Date and Finish Date field values. The Planned Cost, Planned Cost Start, and Planned Cost Finish fields appear on the budget properties page. The Start Date and Finish Date fields appear on the schedule page of properties page.

   Other Resources

   Defines the other resources for the project charter.

   Approach

   Defines the approach planned for this project.

8. Complete the following fields in the Communication Plan section:
   • Communication and Reporting
   • Acceptance
   • Change Management
   • Other

   See A Guide to the Project Management Body of Knowledge (PMBOK Guide) for more information.

9. Define the following remaining fields in the Communication Plan section, and save:

   Attachment(s)

   Specifies the attachments associated with the document.

   Description of Attachment(s)

   Defines the description of the attachments associated with the document.

   Limits: 2000 characters

   The project charter document is created.