Project Management – Create a Project

Purpose

Creating a project is the first operational step in the Project Management module. A project defines the framework in which work items, milestones, resources, risks, and financials are planned and executed.

Each project is created using a predefined Process, which determines its methodology, available features, and behavior throughout its lifecycle.

Access Path

Project Management → Projects → Add Project

Creating a New Project

Step 1: Open the Add Project Dialog

From the Projects landing page, select Add Project.
A modal window opens, guiding you through the initial project setup.

Step 2: Import From (Optional)

The Import From field allows you to initialize a project using existing data:

Proposal – Creates a project based on an approved proposal, inheriting commercial and effort data.
Project – Creates a new project by copying the structure and configuration of an existing project.

This option is useful for standardizing delivery models or accelerating setup.

Step 3: Define Basic Project Information

The following fields establish the project’s identity and context:

Name (required)
The project’s unique name.
Timezone (required)
Determines how dates, deadlines, and schedules are calculated.
Companies
Defines the organizational scope of the project (e.g., tenant-wide or company-specific).
Fronting Company
Identifies the legal or commercial entity responsible for delivery.
Currency (required)
Used for all financial calculations within the project.

Step 4: Select the Project Process

Process (required)
The selected process defines:
- Methodology (Waterfall, Agile, Hybrid)
- Enabled features (milestones, risks, billing, sprints, etc.)
- Available work item types and statuses
- Reporting and KPI availability

The process choice is foundational and directly impacts how the project operates.

Step 5: Save the Project

Choose one of the following actions:

Save – Creates the project and opens it for configuration.
Save and New – Saves the project and opens a blank form to create another.

Once saved, the project becomes available in the Projects list.

After Project Creation

After creating a project, users can further configure and manage it through the project detail screen.

Key areas available after creation:

Assign managers and financial stakeholders
Update project status and priority
Define work items and milestones
Set up billing plans and commercials
Allocate resources
Track risks and stakeholders
Upload documentation and additional information

Each of these areas is accessible via dedicated tabs.

Best Practices

Select the correct process before creating work items, as it determines structure and features.
Use Import From when possible to ensure consistency across similar projects.
Define timezone and currency carefully to avoid reporting inconsistencies.
Start with high-level structure before adding detailed work items.

Project Management – Projects (Overview)
Project Management – Process (Overview)
Project Management – Process: Core Configuration
Project Management – Manage Project Information
Project Management – Manage Work Items
Project Management – Milestones
Project Management – Billing Plan
Project Management – Track Project Progress & KPIs

Project Management – Create a Project