Creating a Project


In this demonstration, you will create a project from a template by selecting the appropriate copy options.


Steps:

  1. Begin by navigating to the Projects page.

     

    Click the Navigator menu.

    Step 1

  2. Click the Project Financial Management link.

    Step 2

  3. Use the Manage Projects page to review your project list, watchlist, and pending activities. You can review details for existing projects or create a new project.

    Step 3

  4. Click the button to the right of the Create Project field.

    Step 4

  5. Click the From Template list item.

    Step 5

  6. Use the Create Project from Template page to search for and select a project template or select a recently-used template.

    Step 6

  7. Enter the desired information into the Template Name field. Enter "InFusion".

    Step 7

  8. Click the Search button.

    Step 8

  9. Click the Create from Template button.

    Step 9

  10. Use the Create Project page to specify basic details for your project including the project name, number, and project start date.

    Step 10

  11. Quick Entry fields defined on a project template control the project details captured on the projects created using that template. For example, apart from the default required fields such as Project Name and Project Number, the project template may require that you specify a project manager and project administrator, or a funding source.

    Step 11

  12. Enter the desired information into the Project Name field. Enter "InFusion Construction Redevelopment".

    Step 12

  13. The project number is generated automatically, or you can enter a number, based on an implementation option for the project unit.

     

    Enter the desired information into the Project Number field. Enter "InFusion_Redev_1181".

    Step 13

  14. Organization and legal entity information are inherited from the project template. Revise them if required.

    Step 14

  15. Specify a funding source. In the selected project template, Funding Source is a Quick Entry field based on project categories and codes.

     

    Project categories and codes are implementation-defined methods of classifying projects for reporting purposes.

     

    Click the Funding Source list.

    Step 15

  16. Click the Federal Funded by a Federal agency list item.

    Step 16

  17. Use the fields in the Copy Options region to copy project, project plan, financial plan, and financial information from the project template to the project that you are about to create.

    Step 17

  18. Use the Project space template field to copy the space template associated with the project template to the new project. The field is grayed out if a space template is not associated with the project template.

    Step 18

  19. Use the Financial Plans region to copy budget and forecast versions from the project template.

    Step 19

  20. Select the financial plan versions that you want to copy to your project.

     

    If you are the project manager for the project, then you can optionally create a baseline version when you copy a working budget version.

     

    Click the Approved Cable Services Cost Budget option.

    Step 20

  21. Click the Save and Continue button.

    Step 21

  22. Use the Edit Project Definition page to review your project, financial, and reporting details.

    Step 22

In this demonstration, you created a project using a template.

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