Setting Up a Project

This article will help users to create a new project using the Work Management interface. The user must have access to Work Management and a Project application with the "Add Projects" app-level security role permission.

Creating a New Project

To create a project:

1. In Work Management, navigate to View Applications > and select the Project application.
2. Click the New button and select Project.
3. Select a Type. If you don’t know the type names, click the magnifying glass icon.
   • Different project types have different custom attributes associated with them. This is based on how those custom project attributes were set up in TDAdmin and were associated with project type(s).
4. Make selections for Acct/Dept, Start and End Date, and Description if desired.
5. If you will be tracking time and expenses for the project, enter values in the Time & Expenses section.
6. Configure any advanced fields as directed by your organization’s procedures.
   • Advanced settings are not used by all organizations, so check with your organization to understand how or when these fields are used.
7. Click the Save button at the top of the page.

A new tab will open for the project, and you will be on the Project Details page.

Adding Resources

When setting up your project, you’ll need to add people who will perform the work as resources to your project. There are some rules you should understand about adding resources.

The licensed users in your systems are assigned functional roles, which helps project managers assign the right resources to a project. Learn more about functional roles.

Check a user’s availability and schedule their time for your project.

Adding Plans

To create an organized list of tasks and track progress, create a project plan and add it to your project.

Plans can be added to projects at any time, and a project can have more than one plan. This can be useful when you are working on larger projects with multiple facets.

Project Settings

To add more information or parameters to your project:

1. In Work Management, navigate to View Applications > and select the Project application.
2. Click a project name in the left navigation.
3. Click Settings in the left navigation.
4. Make setting selections, referring to the help tips if needed.
   • Learn more about Choosing Manage by Project vs Manage by Plan.
5. When finished, click the Save button.

Updating the Status and Other Details of a Project

The project manager or alternate manager may update the project status and add comments that will be presented in the executive reporting tools. All other project details can be edited following these same instructions. There are a few paths to update a project's details.

To update the project status from a Project application:

1. In Work Management, navigate to View Applications > and select the Project application.
2. Click the project name in the left navigation.
3. Click Details in the left navigation.
4. On the  Details page, click the Update button.
5. In the Update Project Status panel, select the appropriate Status.
6. Update the Percent Complete.
7. Enter a Comment relative to the status.
8. Click the Save button.

Changing a Project's Manager

If a new project manager or alternate manager needs to be assigned to a project, the new project manager must already be a resource on the project. Once the change is made, the current project manager will no longer be able to access the project in the Project application.

To verify that the new manager is already included as a resource:

1. In Work Management, navigate to View Applications > and select the Project application.
2. Click the project name in the left navigation.
3. On the Project tab, click Resources in the left navigation.
4. Verify whether the resource to become the new project manager is actually a resource.
5. If not, follow the adding and editing project resources instructions to add the needed resource.

To change the project manager on a project:

1. In Work Management, navigate to View Applications > and select the Project application.
2. Click the project name in the left navigation.
3. Click Resources in the left navigation.
4. Click the Actions button, then select Change Manager from the drop down menu.
5. Select the desired project manager from the New Manager drop down.
6. Click the Save button.