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Create Projects from PMBOK Guide Project Templates

For your project to include PMBOK Guide features, the project requires being a PMBOK Guide project. Use the following procedure to create a new PMBOK Guide project from a PMBOK Guide project template.

Follow these steps:

1. Open the Portfolio Management menu, and click Projects.

   The list page appears.

2. Click New from Template.

   The select project template page appears.

3. Select a PMBOK Guide project template, and click Next.

   The create page appears.

4. Complete the following fields in the General section:

   Project Name

   Defines the unique name for the project.

   Limits: 80 characters

   Required: Yes

   Project ID

   Defines the unique identifier for the project. On lists and portlets, the value for the field is display only.

   Limits: 20 characters

   Required: Yes

   Page Layout

   Specifies the page layout to view project or program data.

   Values:

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

     See the PMO Accelerator for more information.

   • Project Status Dashboard. Use this layout to view PMO project-specific data on the project dashboard page. This layout is only available if you have installed the PMO Accelerator add-in.

     See the PMO Accelerator for more information.

   • PMBOK® Guide Layout. Use this layout to display the PMBOK Guide-specific data on the project dashboard page.

   Default: PMBOK® Guide Layout

5. In the Organizational Breakdown Structure section, click the Browse icon next to the OBS to associate with the project for security, organizational, or reporting purposes. The Department OBS is used to associate the project with a department. It is listed last if multiple OBS exist.

   See the CA Clarity Basics User Guide for more information.

6. Complete the following fields in the Copy Template Project Options section, and save:

   Template Name

   Displays the name of the template associated with the project.

   Scale Work By

   Defines the percentage to scale the work for the project.

   Default: 0%

   Scale Budget By

   Defines the percentage to scale the budget for the project.

   Default: 0%

   Convert resources to roles

   Specifies to convert resources to roles for the project.

   Default: Cleared

   The PMBOK Guide project is created.

More information:

Project Templates