Starting a Project

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In a portfolio you can create new projects. By applying the appropriate Project Model the project manager gets a 'quick start'.

 

Starting a project

Step 1. Navigate to your portfolio and click plus-teken02 in the section Portfolio Items., a dialogue box appears.

Step 2. Under Create, select Project to expand the dialogue box:

start a project dialog

Step 3. Enter the details:

Name: the name of the project

Objective: the objective of the project

Owner: this user gets access to the portfolio-item (but not to the project!), without getting access to the entire portfolio

Managers: the project manager

Selected: check box to make the initiative appear in the active portfolio (see Using scenario planning on a portfolio)

Start Date: moves the planning in the Project Model (if available) to this date.

Organisational Unit: select the Organisational Unit in which to start the project.

Folder: select the Folder (within the selected Organisational Unit) in which to start the project.

Project Model: select the Project Model to be used for the project.

 

 Note: See Creating or moving models to see the details of which models are available at selection and how to change this if necessary.

 

Step 4. Click OK, the project is created and appears in the designated Folder.