Managing Projects › How to Create Projects › Create New Projects

Create New Projects

You can create a project and complete the project basics, such as the project name, duration, and status. You can create new projects from the projects list, or from the Gantt view to create subprojects.

Follow these steps:

1. Open Home, and from Portfolio Management, click Projects.

   The list page appears.

2. Click New.

   The create page appears.

3. Complete the following fields in the General section:

   Assignment Pool

   Specifies the pool of resources allowed when assigning resources to tasks.

   Values:

   • Team Only. Allow only staff members.
   • Resource Pool. Allow team staff members and resources for whom you have access rights to book to a project. With this option, when you assign a resource to a task, the resource is also added as a team staff member.

   Default: Resource Pool

   Required: Yes

   Project Name

   Defines the name for the project.

   Limits: 80 characters

   Required: Yes

   Project ID

   Defines the unique identifier for the project that is typically auto-numbered.

   Limits: 20 characters

   Required: Yes

   Description

   Defines the description.

   Limits: 240 characters

   Required: No

   Manager

   Specifies the name of the resource responsible for managing the project. The manager of a project automatically receives certain rights for the project.

   The project manager is not the same as the collaboration manager. The person creating the project becomes the collaboration manager for the project by default.

   Default: The resource creating the project. If you are creating a project that someone else can manage, change the default to another resource.

   Required: No

   Page Layout

   Specifies the page layout to view project information. Available layouts are company-specific and dependent on the values set by your CA Clarity PPM administrator. Layouts also depend on whether an add-in is installed. If other layouts are not available, the field is display only.

   Default: Project Default Layout

   Required: Yes

   Start Date

   Defines the start date that you identify for a project initially. As you create tasks and assignments, this date is auto-calculated to match the first date that a task is scheduled to start. At that point, to edit this date, adjust the following dates:

   • Start date of the first task of the project.
   • Start date of the resource assignments and allocations on the project.

   Default: Current date

   Required: Yes

   Finish Date

   Defines the finish date that you identify for a project initially. As you create tasks and assignments, this date is auto-calculated to match the last date that a task is scheduled to finish. At that point, to edit this date, adjust the following dates:

   • End date of the first task of the project.
   • End date of the resource assignments and allocations on the project.

   Default: Current date

   Required: Yes

   Set Planned Cost Dates

   Specifies if the planned cost dates are synchronized with the investment dates. Selecting the option for a detailed financial plan does not affect the planned cost dates.

   Default: Selected

   Required: No

   Stage

   Defines the stage in the investment lifecycle. The list of choices is company-specific and depends on the values that your administrator sets.

   The metric is used in portfolio analysis when you use comparable stage criteria across all portfolio investments.

   Goal

   Specifies the purpose or business case for this project.

   Values: Cost Avoidance, Cost Reduction, Grow the Business, Infrastructure Improvement, and Maintain the Business

   Required: No

   Priority

   Defines the relative importance of this investment in relation to all other investments. The priority controls the order in which tasks are scheduled during autoscheduling. The priority is subject to dependency constraints.

   Values: 0 - 36 (where zero is the highest importance)

   Default: 10

   Required: No

   Progress

   Indicates the level of work completed on the tasks.

   Values:

   • Completed (100 percent)
   • Started (1 - 99 percent)
   • Not Started (0 percent)

   Default: Not Started

   Required: Yes

   Status

   Indicates the status for the project.

   Values: Approved, Unapproved, and Rejected

   Default: Unapproved

   Required: Yes

   Required

   Specifies to pin this investment when added to a portfolio. This field is used during scenario generation.

   Default: Cleared

   Required: No

   See the Portfolio Management User Guide for more information.

   % Complete Calculation Method

   Specifies the method for calculating the percent complete value for the project and tasks.

   Values:

   • Manual. Use this method to enter the percent complete for the project, summary, and detail tasks manually. Also, select this calculation method If you are using CA Clarity PPM with Microsoft Project, or if you are using an external job to calculate % Complete. The % Complete field appears on the task properties page.
   • Duration. Use this method to track percent complete based on duration. The duration is a measure of the total span of active working time for a task: from start to the finish date of a task. In this method, enter the % complete for the detail tasks. The % complete for summary tasks is automatically calculated based on the following formula:

     Summary Task % Complete = Total Detail Task Duration Complete / Total Detail Task Duration
     

   • Effort. Use this method to calculate the % complete for summary and detail tasks, automatically, based on the work units completed by resource assignments. If you assign a non-labor resource to a task, the effort and actuals for that resource are ignored in the calculation. The calculations are based on the following formulas.

     Summary Task % Complete = Sum of Detail Task resource assignment Actuals / Sum of Detail Task resource assignment Effort
     Detail Task % Complete = Sum of resource assignment Actuals / Sum of resource assignment Effort
     

   Default: Manual

4. Define the OBS to associate with the project for security, organizational, or reporting purposes in the Organizational Breakdown Structures section.

   See the Basics User Guide for more information.

   Department

   Defines the financial department associated with the investment.

   Required: No

   See the Financial Management User Guide for more information.

   Location

   Defines the financial location associated with the investment. The location requires belonging to the same entity as the department.

5. Save the changes.

More information:

How to Create Projects

Create Projects from Project Templates

How to Work with Project Properties

Edit General Properties (Investments)

Define Scheduling Properties