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:
- From the “All project” main page by clicking on the “New Project” button
- From the main menu All Project + icon
- From the main menu My Work + icon
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.
Step 3 - Access your project
All project you have access are displayed in the main menu “All Projects” page. Click on the name and the Project will open to its Home page
Additionally, every Project where you are a resource (PM, Sponsor or Team Member) will be shown on the main menu under My Work
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.