Create Project

Attention

• In PLANTA project, only users with multi-project manager, multi-portfolio manager, or multi-project/request manager rights are authorized to create projects.

Information

• You can create projects
  • directly
    • from the user menu via links or via respective buttons in various modules, provided that the authorized users have access to the respective work areas and modules.
  • or indirectly
    • by converting ideas or proposals to projects.

Create Projects Directly via the Link in the User Menu

Procedure

• Click on the New Project link in the user menu.
• The Project panel with the focused Project Core Data module is opened.
  • The ID number for the new project is generated automatically and is immediately visible in the module header.
• Enter the Project name for the new project in the field alongside the ID number in the module header.
  • Here, the Please enter a name dialog is displayed by default.
• Define the most important core data of the project, e.g. project manager, dates, Requested start, Requested end, etc. and other data in the description fields by making a selection from the listboxes.
• Save.

Note

• The same procedure also applies if you create a project by clicking on the New project button in several modules, e.g. from the Projects module, etc.

Details

• The creation of further project data, like e.g. defining stakeholders, creating a schedule, etc. can be done, e.g., by the project manager. Must be defined in the Project manager field of the new project.
• It is possible to define which exact rights a user must possess in order to carry out particular project activities. This is controlled via the project_rights_xxx Python files and can be changed by the customer to meet individual requirements which deviate from PLANTA Standard.
• Every newly created project is locked against work reporting by default and must be unlocked upon project start by deactivating the Locked checkbox.
• If the newly created project is to be planned and controlled in line with a process model, the required process model must be activated when the project is created. For the procedure, see here.

Create Projects by Converting Proposals

Procedure

• Create and plan an idea or a proposal via the links of the same name in the user menu ( New idea , New proposal ) or via the respective buttons in various modules.
  • The procedure here equates to the procedure for the creation of a new project (for description, see above).
• Convert an idea or a proposal to a project by changing its planning object type
  • either directly by changing the Type in the planning object itself,
  • or by carrying out the respective step in the process model, provided that you work with a process model.