Create a new project

Projects are managed in the "Workplan" section, together with project activities and events (deliverables and milestones).

Follow the instructions below on how to create a project.

1

Click Workplan in Home menu, this will open the "Workplan" section.

2

Click + Add Project at the bottom of the section, this will open the "New Project" sidebar.

3

In the sidebar, you can set the following properties for the new project:

• Name: Click the placeholder at the top and enter a name for the project
• Select assignees (optional): Click the dropdown and select assignees for the project
• ID: It is given by default, however you can customise the ID format under Customisation settings; you can also override the auto ID number by clicking the "Edit" icon and typing in the preferred ID name
• Description (optional): Click into the field and provide a description for the project
• Objectives (optional): Click into the field and set objectives for the project
• Predecessors (optional): If another projects, activities, and/or events have to end before this project can begin, select them as predecessors from the dropdown menu
• Lead. Participant (optional): Assign a participant responsible for the project; click Add lead participants when you have several responsible participants (available up to 3 lead participants)
• Further Participants (optional): Assign further participants connected to the project
• Activity Type: Choose the appropriate type from the dropdown menu (these types here are provided by the workspace template selected during the workspace creation; however, you can customise them under Customisation settings)
• Start Date: Choose the plan start date for the project
• Duration: Set the project duration

Note: When you add activities to the project, its duration automatically updates to span from the start of the earliest activity to the end of the latest one.

• Tags (optional): Categorise the project by adding tags
• Completion: As status updates are reported for the project or its activities, the progress bar will update to show the current completion percentage and most recent status.
• Enable Update Reporting: Turn the toggle on/off

Tip: To add the project at a specific position in the Workplan, click the "Move to" icon in the path indicator at the top of the sidebar and choose the position by clicking the respective arrow (you must have other projects created already).

If you do not define the position, the new project is added as the last project in your workspace.

4

Click Save at the bottom of the sidebar, the project is created at the respective position in the Workplan.  

Note: When you choose other than the last position, the ID numbering of all following projects changes accordingly.

Next step

• Create activities and events