Creating a project

When you create a new project, a wizard guides you through three main steps. In these steps, you can:

  • Add basic project information
  • Define the project budget
  • Define the project team

When you complete the wizard, the project is automatically added to the list of existing projects displayed in the Projects screen. Any existing project can be then be viewed, copied, and updated, as required.

To create a project

  1. In the management portal, go to Task management > Projects.

  2. In the Projects screen, click + Project.

    If there are no existing projects, click Create project.

    The Create new project wizard is displayed.

  3. In the Project information tab, define the following:

    • Project title: The project name.

    • Customer name: Select the relevant customer from the drop-down list.

      If the selected customer does not have billing information defined, an additional Billing information tab is added to the project wizard. When you click Next, you should complete the relevant billing information fields, including the payment terms and address. This information is then saved and used when selecting the customer in other Advanced Automation (PSA) modules. For more information about the billing information fields, see Defining billing information for a tenant.

    • Start date: The project start date.

    • Due date: The date the project is scheduled to end.

    • Project manager: Select the relevant user from the drop-down list.

    • Project sponsor: Select the relevant customer contact or user from the drop-down list.

    • Billing model: Select from one of Bill per closed step, Bill total upfront, or Bill based on milestone. For more information, see Project billing.

    • Project notes: Add brief summaries of important project information to the rich text editor.

  4. Click Next.

  5. In the Project budget tab, select the relevant products from the displayed list. These project products can be selected during project creation, or at a later stage when the project is already in progress.

    You can only change the price of a product if the Price adjustable per project field in the product's properties is set to Yes. For more information about setting product properties, see Adding a product.

    To include a product in a project, it must be defined as a project product. For more information about adding products, see Adding a product.

  6. Click Next.

  7. In the Project team tab, select the relevant project team members. Team members can be selected now or at a later stage, but must be added to the project before defining project steps.

  8. If you defined any custom fields to be applied to projects, the Additional information tab is displayed. In this tab, define the custom fields as required. For more information, see Working with custom fields.

    If you defined custom fields to be applied to project steps, they are displayed when creating a project step. For more information, see Adding project phases.

  9. Click Create.

    The project is added to the Projects screen, where you can then define additional project details, such as adding the project's phases and steps. For more information, see Managing projects.