How to Create Projects

A project is a set of related tasks that are performed to achieve a specific objective. Before you plan a project, have a general idea of what it entails, people responsible for managing and working on it, when it has to be done, and the cost involved. Once you create your project, you will want to populate it with phases, activities, and tasks, and perform other important project management tasks, such as assign resources to tasks and create project schedules.

You can store the projects that you create as files on your computer, a server, or a network location. Use the Project Properties dialog to define your new project. This dialog consists of the following tabs: Description, Scheduling, Resources, Key Tasks, Advanced, and Notes.

Note: If you are using Open Workbench with CA Clarity PPM, you can store projects directly to CA Clarity PPM. You must have CA Clarity PPM Schedule Connect installed to create a project.

More information:

Add Resources to Tasks

Define the Description Properties

How to Update the Project Data

Create Project Tasks

Create Projects from the Application Menu

The following procedure explains how to create a project from the application menu.

Follow these steps:

  1. Click File, New to create a project.
  2. Click File, Project Properties.
  3. Complete the fields in the Description tab.
  4. Click OK and save your project.