Create a PRINCE2 Project

This section contains the following topics:

Associate a Project with a PRINCE2 Template

Define Prince2 Properties for a Project

Create Product Descriptions

Create Project Initiation Documents

Create Stage Plans

Create Checkpoint Reports

Create Highlight Report

Create Exception Report

Create End Stage Report

Create Lessons Learned Report

Track a Project Task as a Product

Associate a Project with a PRINCE2 Template

You require associating a project with the PRINCE2 template to flag it as a PRINCE2 project. The template adds PRINCE2 specific subpages to the project.

For more information, see the Project Management User Guide.

Follow these steps:

Open the Portfolio Management menu, and click Projects.
The list page appears.
Click New from Template.
The select project template page appears.
Click the Prince2 Project Template and click Next.
The create page appears.
Complete the required fields on the page.
Save the project.
The projects page appears listing the new project.

Define Prince2 Properties for a Project

After creating a PRINCE2 project, you must define the PRINCE2-specific properties such as the project stages, the board members, and senior users for that project. You require PRINCE2 Project Manager or PRINCE2 Administrator access rights to define PRINCE2 project properties.

Follow these steps:

Open the PRINCE2 project.
The properties page appears.
Open the Properties menu, and click PRINCE2^TM.
The project properties page appears.
Define the following PRINCE2 fields:
PRINCE2 Stage
Defines the PRINCE2 stage that currently applies to the project. See the OGC PRINCE2 reference workbook for descriptions. Select one of the following stages from the drop-down:
- Starting Up a Project (SU)
- Initiating a Project (IP)
- Controlling a Stage (CS)
- Managing Stage Boundaries (SB)
- Closing a Project (CP)
Project Board Members

Identifies the Project Board members who have the authority to review, reject, or approve a document, report, or plan submitted as part of the PRINCE2 process. Click the Browse icon to select project board members. To remove a resource, select the Delete icon.

Senior Executives/Senior Users

Identifies the senior executives and senior users for this project. Select the Browse icon to select senior executive resources for this specific project. To remove a resource, select the Delete icon. As a default, the processes are not configured with action items assigned to these senior executives or senior users. However, you can customize your PRINCE2 implementation to do so.

Create Product Descriptions

You can create a product description for the PRINCE2 project that you are planning to develop. This serves as a control document written as part of the project planning process. Creating a product description allows you to define the following:

Project deliverable
Standards to be used in the project creation
Quality criteria to be applied
Initial checklist for checking the quality of the finished product

Follow these steps:

Open the PRINCE2 project.
The project properties page appears.
Open the Properties menu and click Product Description.
The product description page appears.
Click New.
The create page appears.
Define the following fields and save the changes.
Title

Defines the unique name of the product description report.

ID

Displays the PRINCE2 ID automatically generated for the product
description.

PRINCE2 Stage

Displays the current PRINCE2 stage for the project. This field displays only after saving the changes.

Report Date

Displays the current date, or the date of creating the report. This field displays only after saving the changes.

Approval Status
Displays the current approval status of this report. This field displays only after saving changes. One of the following stoplights displays:
- New (gray stop light). The default selection when the report is not yet submitted for review.
- Submit For Review (yellow stoplight). Displays once the report is submitted for review.
- Approved (green stoplight). Displays if the report is approved during the review process.
- Rejected (red stoplight). Displays if the report is rejected during the review process.
Submit for Review
Initiates the document review and approval process for this PRINCE2 control if selected. Submit the report after selecting the check box. This field displays only after you save changes.

See the PRINCE2 Workbook for descriptions of the following fields:
- Purpose
- Composition
- Derivation
- Format and Presentation
- Allocated To
- Quality Check Requirements
- Quality Criteria
- Quality Method
- Quality Tolerance
Save the changes.
The list page appears displaying the following fields. To get the latest status, refresh the page using the browser Refresh option.
Title

Displays the product description title. Click a product description title to drill to the product description page. If the product description is currently in review, the fields are read-only.

PRINCE2 Stage

Displays the current PRINCE2 stage for this project.

Approval Status

Displays the current approval status of this product description report.

Report Date

Displays the date this product description was created.

Submitted Date

Displays the date this product description was submitted for review.

Approval Date

Displays the date this product description was approved. If not yet approved, this field is empty.

Days in Review
Displays the number of days passed from the day the report is submitted for review with the applicable stoplight indicator. This field is empty if the form was rejected or approved, or if the form is not yet submitted for review. The following determines which stoplight appears:
- A green stoplight appears if Days in Review is >0 and < 5 days
- A yellow stoplight appears if Days in Review is >= 5 and < 10 days
- A red stoplight appears if Days in Review is >= 10 day
Purpose

Displays the purpose of the product description report.

Create Project Initiation Documents

The project initiation document brings together the key information to start the project on a sound basis. The document is used to convey the information to all persons interested in the project. The main purpose of this document is to gather the information for the project to answer the What, Why, How, Where and How Much questions.

Once the Project Board members approve the document, the project initiation document provides the baseline for the project and becomes read-only. The document is then used as a reference whenever a major decision is made about the project. At the conclusion of the project, the document is used to measure if the project is managed successfully and delivered an acceptable outcome.

Project initiation documents include the following sections:

Business Needs
Constraints, Assumptions & Exclusions
Scope and Initial Plan

Follow these steps:

Open the PRINCE2 project.
The properties page appears.
Open the Properties menu, and click Project Initiation Document.
The project initiation document properties page appears.
Click New.
The create page appears.
Define the following fields and save the changes:
Title

Defines the unique name for the project initiation document.

ID

Displays the PRINCE2 ID automatically generated for the document.

PRINCE2 Stage

Displays the current PRINCE2 stage for the project. This field displays only after saving the changes.

Report Date

Displays the current date, or the date of creating the report. This field displays only after saving the changes.

Approval Status
Displays the current approval status of this report. This field displays only after saving changes. One of the following stoplights displays:
- New (gray stop light). The default selection when the report is not yet submitted for review.
- Submit For Review (yellow stoplight). Displays once the report is submitted for review.
- Approved (green stoplight). Displays if the report is approved during the review process.
- Rejected (red stoplight). Displays if the report is rejected during the review process.
Submit for Review
Initiates the document review and approval process for this PRINCE2 control if selected. Submit the report after selecting the check box. This field displays only after you save changes.

See the PRINCE2 Workbook for descriptions of the following fields:
- Background
- Project Objectives
- Business Case
- Business Reason
- Business Reason Details
- Attachments
- Constraints
- Assumptions
- Exclusions
- Dependencies
- Alternatives Considered
- Project Scope
- Other Deliverables (Products)
- Initial Risk Log
- Project Organization Structure
- Project Organization Structure Attachments
- Project Quality Plans
- Acceptance Criteria
- Initial Project Plan
- Project Controls
- Exception Process
- Contingency Plans
Save the changes.
The project properties list page appears displaying the following fields. To get the latest status, refresh the page using the browser Refresh option.
Title

Displays the project initiation document title. Click the title to drill to the project initiation properties page. If the project initiation document is currently in review, the fields are read-only.

PRINCE2 Stage

Displays the current PRINCE2 stage for the project. This field displays only after saving the changes.

Approval Status

The current approval status of the report.

Report Date

Displays the current date, or the date of creating the report. This field displays only after saving the changes.

Submitted Date

Displays the date this project initiation document is submitted for review.

Approval Date

Displays the date this project initiation document is approved. If not yet approved, this field is empty.

Days in Review
Displays the number of days passed from the day the report is submitted for review with the applicable stoplight indicator. This field is empty if the form was rejected or approved, or if the form is not yet submitted for review. The following determines which stoplight appears:
- A green stoplight appears if Days in Review is >0 and < 5 days
- A yellow stoplight appears if Days in Review is >= 5 and < 10 days
- A red stoplight appears if Days in Review is >= 10 day
Business Reason

Displays the business reason for the project initiation document report.

Create Stage Plans

The stage plan is used as the basis for project management control throughout the length of the project–from initiation to conclusion.

The stage plan helps you do the following:

Identify all the products that each project stage must produce
State how and when a stage objectives are to be achieved
Show the deliverables, activities, and resources required
Identify the stage control, reporting points, and frequencies
Provide a baseline against which stage progress can be measured
Record the stage tolerances, specify quality controls, and identify the resources needed for them

Follow these steps:

Open the PRINCE2 project.
The properties page appears.
Open the Properties menu, and click Stage Plan.
The stage plan properties page appears.
Select New.
The create page appears.
Complete the following fields and save the changes:
Plan

Defines the name of the stage plan.

ID

Displays the PRINCE2 ID. The ID automatically generated for the stage plan.

PRINCE2 Stage

Displays the current PRINCE2 stage for the project. This field displays only after saving the changes.

Report Date

Displays the current date, or the date of creating the report. This field displays only after saving the changes.

Approval Status
Displays the current approval status of this report. This field displays only after saving changes. One of the following stoplights displays:
- New (gray stop light). The default selection when the report is not yet submitted for review.
- Submit For Review (yellow stoplight). Displays once the report is submitted for review.
- Approved (green stoplight). Displays if the report is approved during the review process.
- Rejected (red stoplight). Displays if the report is rejected during the review process.
Submit for Review
Initiates the document review and approval process for this PRINCE2 control if selected. Submit the report after selecting the check box. This field displays only after you save changes.

See the PRINCE2 workbook for descriptions of the following fields:
- Plan Description
- Plan Prerequisites
- Quality Plan
- External Dependencies
- Tolerances
- How will the Plan be Monitored and Controlled?
- Reporting
- Planning Assumptions
- Graphical Plan
- Product Description for Major Products
Save the changes.
The stage plan properties list page appears displaying the following fields. To get the latest status, refresh the page using the browser Refresh option.
Plan

Displays the stage plan name. Click a plan name to drill to the stage plan properties. If the stage plan is currently being reviewed, the attributes on this page appear as read-only.

PRINCE2 Stage

Displays the current PRINCE2 stage for the project.

Approval Status

Displays the current approval status of this stage plan.

Report Date

Displays the date of creating the stage plan.

Submitted Date

Displays the date of submitting the stage plan for review.

Days in Review
Displays the number of days passed from the day the report is submitted for review with the applicable stoplight indicator. This field is empty if the form was rejected or approved, or if the form is not yet submitted for review. The following determines which stoplight appears:
- A green stoplight appears if Days in Review is >0 and < 5 days
- A yellow stoplight appears if Days in Review is >= 5 and < 10 days
- A red stoplight appears if Days in Review is >= 10 day
Approval Date

Displays the date of approving the stage plan. If not yet approved, this field is empty.

Plan Description

Displays the plan description for the stage plan report.

Plan Prerequisites

Displays the plan prerequisites for the stage plan report.

Create Checkpoint Reports

Create a checkpoint report to review the work status of each team member at a frequency (weekly, bi-weekly, and so on) defined in the stage plan. The checkpoint report can be derived from previous checkpoint reports and stage plans with verbal reports from team members. An objective of the report is to check all aspects of the project team work against the plan to ensure that there are no unlikely risks or issues that can arise.

Make sure the report covers every item (task or product) planned for the period even if no work has started yet. It must also cover the work of every team member working to an agreed schedule. Refer back to the last checkpoint report to make sure that you have addressed any outstanding or unresolved issues.

Follow these steps:

Open the PRINCE2 project.
The properties page appears.
Open the Properties menu, and click Checkpoint Report.
The checkpoint report properties page appears.
Click New.
The create page appears.
Edit the following fields and save the changes:
Report

Define the name of the checkpoint report.

ID

Displays the PRINCE2 ID automatically generated for the report.

PRINCE2 Stage

Displays the current PRINCE2 stage for the project. This field displays only after saving the changes.

Report Date

Displays the current date, or the date of creating the report. This field displays only after saving the changes.

Approval Status
Displays the current approval status of this report. This field displays only after saving changes. One of the following stoplights displays:
- New (gray stop light). The default selection when the report is not yet submitted for review.
- Submit For Review (yellow stoplight). Displays once the report is submitted for review.
- Approved (green stoplight). Displays if the report is approved during the review process.
- Rejected (red stoplight). Displays if the report is rejected during the review process.
Submit for Review

Initiates the document review and approval process for this PRINCE2 control if selected. Submit the report after selecting the check box. This field displays only after you save changes.
Refer to the PRINCE2 Workbook for descriptions of the following fields:
- Period Covered
- Follow-Ups from Previous Reports
- Products Completed
- Activities Performed
- Quality Work Carried Out
- Actual or Potential Problems/Deviations From Plan
- Work Planned for The Next Period
- Products to be Completed During Next Period
Save the changes when done.
The checkpoint report list page of project properties appears displaying the following fields. To get the latest status, refresh the page using the browser Refresh option.
Report

Displays the checkpoint report name. Click a report name to drill to the checkpoint report properties page. If the report is currently in review, the fields on the page appear as read-only.

PRINCE2 Stage

Displays the current PRINCE2 stage for the project.

Approval Status

Displays the current approval status of the report.

Report Date

Displays the date of creating the report.

Submitted Date

Displays the date of submitting the report for review.

Approval Date

Displays the date this report was approved.

Days in Review
Displays the number of days passed from the day the report is submitted for review with the applicable stoplight indicator. This field is empty if the form was rejected or approved, or if the form is not yet submitted for review. The following determines which stoplight appears:
- A green stoplight appears if Days in Review is >0 and < 5 days
- A yellow stoplight appears if Days in Review is >= 5 and < 10 days
- A red stoplight appears if Days in Review is >= 10 day
Period Covered

Displays the period covered by this report.

Products Completed

Displays the products completed.

Products to be Completed During Next Period

Displays the products planned to be completed during the next period.

Create Highlight Report

Create a Highlight Report to provide Project Board members and other stakeholders with a summary of the PRINCE2 stage status at intervals defined by the project board.

The Project Board uses the report to monitor progress at both the individual stage-level and overall project level. The project manager uses it to inform and seek advice from the project board on any potential problems.

Follow these steps:

Open the PRINCE2 project.
The properties page appears.
Open the Properties menu and click Highlight Report.
The highlight report page appears.
Click New.
The create page appears.
Define the following and save the changes:
Report Name

Defines the name of the highlight report.

ID

Displays the PRINCE2 ID automatically generated for this report.

PRINCE2 Stage

Displays the current PRINCE2 stage for the project. This field displays only after saving the changes.

Report Date

Displays the current date, or the date of creating the report. This field displays only after saving the changes.

Approval Status
Displays the current approval status of this report. This field displays only after saving changes. One of the following stoplights displays:
- New (gray stop light). The default selection when the report is not yet submitted for review.
- Submit For Review (yellow stoplight). Displays once the report is submitted for review.
- Approved (green stoplight). Displays if the report is approved during the review process.
- Rejected (red stoplight). Displays if the report is rejected during the review process.
Submit for Review
Initiates the document review and approval process for this PRINCE2 control if selected. Submit the report after selecting the check box. This field displays only after you save changes.

See the PRINCE2 Workbook for descriptions of the following fields:
- Budget Status
- Schedule Status
- Risk Status
- Period Covered
- Products Completed During the Period
- Actual or Potential Problems and Risk Update
- Products to be Completed During Next Period
- Budget and Schedule Impact of any Changes
- Tolerance Situation
Save the changes.
The highlight report list page displays the following fields. To get the latest status, refresh the page using the browser Refresh option.
Report

Displays the report name. Click a report name to drill to the properties page. If the report is currently being reviewed, the attributes on the page appear as read-only.

PRINCE2 Stage

Displays the current PRINCE2 Stage for the project.

Approval Status

Displays the current approval status for the report.

Report Date

Displays the date of creating the report.

Submitted Date

Displays the date of submitting the report for review.

Approval Date

Displays the date of approving the report. If not approved, the field is empty.

Days in Review
Displays the number of days passed from the day the report is submitted for review with the applicable stoplight indicator. This field is empty if the form was rejected or approved, or if the form is not yet submitted for review. The following determines which stoplight appears:
- A green stoplight appears if Days in Review is >0 and < 5 days
- A yellow stoplight appears if Days in Review is >= 5 and < 10 days
- A red stoplight appears if Days in Review is >= 10 day
Budget Status

Displays the budget status for the report.

Schedule Status

Displays the schedule status for the report.

Risk Status

Displays the risk status for the specific report.

Period Covered

Displays the period covered by the report.

Products Completed During the Period

Displays the products completed for the period covered by the report.

Create Exception Report

The PRINCE2 project manager creates an Exception report when a project team, stage, or plan appears to exceed tolerance levels set by the Project Board members. The report serves to both inform the Board members of the situation and obtain direction from them.

Follow these steps:

Open the PRINCE2 project.
The properties page appears.
Open the Properties menu, and click Exception Report.
The exception report page appears.
Click New.
The create page appears.
Define the following fields and save the changes:
Report Name

Define the name of the exception report.

ID

Displays the PRINCE2 ID automatically generated for this report.

PRINCE2 Stage

Displays the current PRINCE2 stage for the project. This field displays only after saving the changes.

Report Date

Displays the current date, or the date of creating the report. This field displays only after saving the changes.

Approval Status
Displays the current approval status of this report. This field displays only after saving changes. One of the following stoplights displays:
- New (gray stop light). The default selection when the report is not yet submitted for review.
- Submit For Review (yellow stoplight). Displays once the report is submitted for review.
- Approved (green stoplight). Displays if the report is approved during the review process.
- Rejected (red stoplight). Displays if the report is rejected during the review process.
Submit for Review
Initiates the document review and approval process for this PRINCE2 control if selected. Submit the report after selecting the check box. This field displays only after you save changes.

See the PRINCE2 Workbook for descriptions of the following fields:
- Description of Deviation
- Cause of the Deviation
- Consequences of the Deviation
- Available Options
- Options Appraisal
- Project Manager's Recommendations
Save the changes.
The exception report list page appears displaying the following fields. To get the latest status, refresh the page using the browser Refresh option.
Report

Displays the report name. Click a report name to drill to the properties page. If the report is currently being reviewed, the fields on this page are read-only.

PRINCE2 Stage

Displays the current PRINCE2 Stage for the project.

Approval Status

Displays the current approval status for the report.

Report Date

Displays the date of creating the report.

Submitted Date

Displays the date of submitting the report for review.

Approval Date

Displays the date of approving the report. If not approved, the field is empty.

Days in Review
Displays the number of days passed from the day the report is submitted for review with the applicable stoplight indicator. This field is empty if the form was rejected or approved, or if the form is not yet submitted for review. The following determines which stoplight appears:
- A green stoplight appears if Days in Review is >0 and < 5 days
- A yellow stoplight appears if Days in Review is >= 5 and < 10 days
- A red stoplight appears if Days in Review is >= 10 day
Description of Deviation

Displays the description of deviation for the report.

Cause of the Deviation

Displays the cause of the deviation for the report.

Create End Stage Report

The PRINCE2 methodology involves dividing the project phases into discreet stages. At the end of each stage, the Project Board assesses the progress of the project to decide if they should proceed to the next stage.

The End Stage report provides progress update about a PRINCE2 project to the Project Board members using the following:

A summary of the progress to-date
The overall project situation
Details based on which next steps for the project can be decided

The Project Board uses this information to approve, ask for a revision, amend the scope, or stop the project.

Follow these steps:

Open the PRINCE2 project.
The properties page appears.
Open the Properties menu, and click End Stage Report.
The end stage report page appears.
Select New.
The create page appears.
Define the following fields and save the changes:
Report Name

Displays the name of the end stage report.

ID

Displays the PRINCE2 ID automatically generated for the report.

PRINCE2 Stage

Displays the current PRINCE2 stage for the project. This field displays only after saving the changes.

Report Date

Displays the current date, or the date of creating the report. This field displays only after saving the changes.

Approval Status
Displays the current approval status of this report. This field displays only after saving changes. One of the following stoplights displays:
- New (gray stop light). The default selection when the report is not yet submitted for review.
- Submit For Review (yellow stoplight). Displays once the report is submitted for review.
- Approved (green stoplight). Displays if the report is approved during the review process.
- Rejected (red stoplight). Displays if the report is rejected during the review process.
Submit for Review
Initiates the document review and approval process for this PRINCE2 control if selected. Submit the report after selecting the check box. This field displays only after you save changes.

See the PRINCE2 Workbook for descriptions of the following fields:
- Current Stage Plan with Actuals
- Performance against Stage Tolerances
- Plan Outlook
- Plan Outlook Details
- Business Case Review
- Risk Review
- Project Issue Situation
- Quality Statistics
- Project Manager's Report on Events that Affected
- Stage Response
Save the changes.
The end stage report list page appears displaying the following fields. To get the latest status, refresh the page using the browser Refresh option.
Report

Displays the report name. Click a report name to drill to the properties page. If the report is currently being reviewed, the fields on the page are read-only.

PRINCE2 Stage

Displays the current PRINCE2 Stage for the project.

Approval Status

Displays the current approval status for the report.

Report Date

Displays the date of creating the report.

Submitted Date

Displays the date of submitting the report for review.

Approval Date

Displays the date of approving the report. If not approved, the field is empty.

Days in Review
Displays the number of days passed from the day the report is submitted for review with the applicable stoplight indicator. This field is empty if the form was rejected or approved, or if the form is not yet submitted for review. The following determines which stoplight appears:
- A green stoplight appears if Days in Review is >0 and < 5 days
- A yellow stoplight appears if Days in Review is >= 5 and < 10 days
- A red stoplight appears if Days in Review is >= 10 day
Plan Outlook

Displays the current plan outlook for the report.

Plan Outlook Details

Displays the current plan outlook details for the report.

Create Lessons Learned Report

Create a Lessons Learned report to pass on any lessons learned from the current project that can be usefully applied to other future projects.

The data in this report can be used by groups such as quality assurance that are responsible for the quality management system, or for refining, changing, and improving the standards.

Follow these steps:

Open the PRINCE2 project.
The properties page appears.
From the Properties menu, and click Lessons Learned.
The lessons learned page appears.
Click New.
The create page appears.
Define the following fields and save the changes:
Report Name

Defines the name of the lessons learned report.

ID

Displays the PRINCE2 ID automatically generated for the report.

PRINCE2 Stage

Displays the current PRINCE2 stage for the project. This field displays only after saving the changes.

Report Date

Displays the current date, or the date of creating the report. This field displays only after saving the changes.

Approval Status
Displays the current approval status of this report. This field displays only after saving changes. One of the following stoplights displays:
- New (gray stop light). The default selection when the report is not yet submitted for review.
- Submit For Review (yellow stoplight). Displays once the report is submitted for review.
- Approved (green stoplight). Displays if the report is approved during the review process.
- Rejected (red stoplight). Displays if the report is rejected during the review process.
Submit for Review
Initiates the document review and approval process for this PRINCE2 control if selected. Submit the report after selecting the check box. This field displays only after you save changes.

See the PRINCE2 Workbook for descriptions of the following fields:
- Management and Quality Processes that Went Badly
- Management and Quality Processes that Went Well
- Management and Quality Processes that Were Lacking
- Analysis of Project Issues and Results
- Assessment of Technical Methods and Tools Used
- Descriptions of any Abnormal Events that Caused Deviations
- Recommendations for Enhancements/Modifications of Project Management
- Statistics/Notes on How Effective Quality Reviews and Other Tests were in Error Trapping
- Useful Measurements of How Much Effort was Required to Create Various Products
Save the changes.
The lessons learned list page appears displaying the following fields. To get the latest status, refresh the page using the browser Refresh option.
Report

Displays the report name. Click a report name to drill to the lessons learned properties page. If the report is currently being reviewed, the fields on the page are read-only.

PRINCE2 Stage

Displays the current PRINCE2 Stage for the project.

Approval Status

Displays the current approval status for the report.

Report Date

Displays the date of creating the report.

Submitted Date

Displays the date of submitting the report for review.

Approval Date

Displays the date of approving the report. If not approved, the field is empty.

Days in Review
Displays the number of days passed from the day the report is submitted for review with the applicable stoplight indicator. This field is empty if the form was rejected or approved, or if the form is not yet submitted for review. The following determines which stoplight appears:
- A green stoplight appears if Days in Review is >0 and < 5 days
- A yellow stoplight appears if Days in Review is >= 5 and < 10 days
- A red stoplight appears if Days in Review is >= 10 day
Management and Quality Processes that Went Well

Displays the current management and quality processes that went well.

Track a Project Task as a Product

PRINCE2 Accelerator allows you to track the progress of a task as a product during the project life cycle. You can also create your own filter (product breakdown structure) to track the development of the task as a product. Creating a filter allows you to see all tasks flagged as products and then see the full product breakdown structure.

Since the flagged task is also displayed in a standard work breakdown structure, you can map this task (or product) to different tasks.

For more information, see the Project Management User Guide.

Follow these steps:

Open your PRINCE2 project.
The properties page appears.
Click Tasks.
The list page appears.
Click New.
The create page appears.
Enter the required details, and save.
The Product check box appears at the top of the General section.
Select the Product check box to flag the task as a product, and save.
The task list page appears with the new task listed as a product.

Create Product Filters

From your tasks list, filter only on tasks that are labeled as "products" to create a Product Breakdown Structure. To do this, create a filter to display tasks labeled as "products" only.

Follow these steps:

Open your PRINCE2 project.
The properties page appears.
Click Tasks.
The list page appears.
Click the Expand Filter link.
In the Task Filter portlet, click the Build Power Filter link next to Power Filter.
The filter page appears.
From the Object drop-down, click Task.
The Field drop-down appears.
From the Field drop-down, click Product.
The Operator and Constant fields appear.
For Operator, select "=," for Constant, select Yes, and click Add.
The following expression is added in the Expression box:
```
task.pr2_pbs == 1
```
Click Evaluate to evaluate the expression, and save.
This saves the expression as a power filter, and the task list page appears.
Click the Save Filter option. Or, click Expand Filter to display this option.
The save filter page appears.
Enter a desired name for the filter. Selecting the Default option renders the new filter as the default for the task list.
The Filter drop-down on the Task Filter portlet now lists the newly created filter for 'product'. Select the filter to show only the tasks flagged as 'products'.