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Get Started with a new Project

Step 1 - Create new Project

The first step is to create a new Project. You can create it in three ways, all yielding the same outcome:

  1. From the “All project” main page by clicking on the “New Project” button Get Started with a new Project​
  2. From the main menu All Project + icon Get Started with a new Project​
  3. From the main menu My Work + icon   Get Started with a new Project​

Step 2 - Select Project type

Next step is to select, from the dropdown, what type of Project you want to create (Traditional or Agile). If you want to create a new project from an existing template, please ensure your Site Admin has created templates to suit your Project Management process.

Then give it a name and click on Create. Get Started with a new Project​

Step 3 - Access your project

All project you have access are displayed in the main menu  “All Projects”  Get Started with a new Project​ page. Click on the name and the Project will open to its Home page

Get Started with a new Project​

Additionally, every Project where you are a resource (PM, Sponsor or Team Member) will be shown on the main menu under My Work

Get Started with a new Project​

Click on the name and the Project will open to its Home page

Step 4 - Add information

Now that your project is created and active, you can start to populate it with information, assign a Project Manager, add resources, create a schedule and a budget. The more information you add, the more accurate your project will be. If your organization uses a Gating process, simply follow the steps on the gating page with all artifacts you need to complete to deliver your project.

Step 4 - Manage the project