Add a Project

Create a Project Manually Video

Use the Add Project wizard to add details, user and group access, permissions, and companies to a project. You can create a project without data, or you can copy data from an existing project or template. Data stored at the workspace level and relationships between projects are not available to copy.

To add a project:

1. In the object selector, select Project, select Add, and then select Project.
2. In the Add Project panel, complete the following steps:
   • In the Project Details step, enter general details about your project, and then select Next.

     Note The default currency is the parent workspace currency. You can select a different currency if needed.

   • In the What's Included step, select the project information that you'd like to copy and include in the new project:

     Note The What's Included step appears if you choose to copy data from an existing project or template in the Project Details step. All supported project data is selected by default. Data that is not supported does not display for copy project.

     • Leave the default Select All check box selected to include all supported project data.
     • Clear the Select All check box if you want to choose from predefined groupings of app and settings data.

       Note When you select a group to copy, additional object dependencies are automatically included. For example, when you copy Activities, WBS data is automatically included. Select the Help icon next to a dependency for more information, or see Project Copy Dependencies for a full list of dependencies.

     • Select Include actuals for the selected items to include all actuals from the source project. This includes project actuals data from Resources & Roles, Risks, Schedule, and Tasks.

       When you make this selection, all information in Project Details will be copied from the source project except for Project ID, Project Name, Description, Project Manager and Workspace.

       Audit fields such as Added By, Data Date will be set to the user creating the project, the current date, and other details.

       Note If Include actuals for the selected items is selected, actuals data is not be copied from the source project.

   • In the User and Group Access step, select users and user groups who need to access the project, and then select Next.

     Note The user who adds the project is automatically assigned access to the project with the Administrator permission set. Access cannot be removed during the project creation process.

   • In the Permission Sets step, assign permissions to the users and groups who can access the project:
     • In the Permission Set column for each object, double-click the icon to open the Assign Permission Set picker.
     • Select a permission set, and then select Show Details to preview its privilege details before making the assignment.

       Note By default, the user adding the project will be assigned the Administrator permission set for the Project, File, Custom Log, and Report permission sets for the project. The permission sets for the user adding the project can only be changed after the project is created.

   • In the Companies step, select the companies who are responsible for the work on your project, and then select Next.

     Note The owning company is added to the project by default and is not available to be selected. After the project is created, you can verify its company associations on the Companies page in the Project Team app.

   • In the Summary step, review and edit your selections, and then select Add Project.

You can also perform this task from the Projects page:

1. In the object selector, select Project, and then select View Projects List.
2. In the table, select the group where you want to store the project.

   Note The group may be the workspace name or another grouping name if a Group By option is selected for the table. If the table is organized by a group other than workspace, then the new project will inherit the attribute for that group. For example, if the table is grouped by a project code, the new project will inherit the project code for that group.

3. Select the Add menu, and then select Project.