General Tab of the Add Project Dialog Box

Overview

Use this tab to define the unique qualities of a new project. You can start with an empty project and add new activities or base your new project off an existing template or project.

Screen Elements

Project ID field

The unique identifying code for the project.

Project Name field

The name of the project.

Description field

A more detailed summary for the item. The description provides more information than short names or titles. It can give background information or establish a purpose for the item. These details help differentiate between items with similar names and are especially useful in multi-user environments.

EPS field

The node in the EPS hierarchy where this template belongs. Click "" to select an EPS from the dialog box. See Working with "Select a Value" Dialog Boxes for more details.

Responsible Manager field

The project’s assigned organizational breakdown structure (OBS) element.

A responsible manager is required for each project and each level of the EPS.

Planned Start field

The proposed start date of the project.

Copy from Existing Project or Template field

The predefined project or template that the application will copy to create a new project.

Getting Here

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" EPS.
  3. On the EPS page, expand the "" EPS element where you want to add the new project.
  4. Within the "" EPS element, right-click the EPS element or any project and select "" Add Project.
  5. In the Add Project dialog box, click the General tab.

Related Topics

About Projects

Working with Projects

Creating Projects

Creating Projects from Existing Projects or Templates

Advanced Tab of the Add Project Dialog Box


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