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Starting a Project |
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 in the section Portfolio Items., a dialogue box appears. Step 2. Under Create, select Project to expand the dialogue box: 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. Step 4. Click OK, the project is created and appears in the designated Folder. |