Creating A New Project

This article describes how to create a project in TeamDynamix. Each project can have different settings and sections based on its Type and the settings defined by your organization's administrators.

When you create a project, the attributes of that project are broken out into a few groups. First, there are attributes that are shared across all projects, including custom attributes defined by your organization. Next, there are custom attributes which are based on the project's Type. Finally, there are sections for Time & Expense attributes and Advanced attributes.

To create a project, choose New > Project within the Projects / Workspaces application, then fill in the required fields and click Save.

Standard Attributes

The following attributes are chosen on all projects:

  • Project Name - Every project must have a name. This name will be shown in reports, even to people who can't access the details of the project.
  • Type - The project's Type indicates what kind of work will be done on the project and it influences many other attributes on the project, including:
    • Custom Attributes - which attributes are available on the project depends on the Type
    • Time Types - these can be automatically added based on the Type
    • Expense Accounts - these can be automatically added based on the Type
    • Settings - the default values for the project's Settings section are determined by the project's type. As a project manager, you can change these settings after the project is created.
  • Acct/Dept - Every project must be associated to an Account or Department. Depending on users' permissions, this can determine whether they can see the details of a project.
  • Start Date and End Date - These dates determine when the project starts and ends, and are used for various reports about the project.
  • Description - an optional description of the project.

Custom Attributes

Projects can have a variety of custom attributes, which are defined by your organization. For more information about custom attributes, see Project Attributes.

Time & Expenses

If you are tracking time and expenses for projects, the fields in this section should be filled in on new projects (or updated once the project has been saved):

  • Total Estimated Hours
  • My Total Hours
  • My Rate
  • Time Budget
  • Expenses Budget
  • Total Budget - this value is calculated based on the Time and Expenses budget fields.

Advanced

The attributes in this section are not used by all organizations. Check with your organization to understand how or when these attributes are used:

  • Project Template - This field applies a project template to the project. You can also apply a template after the project has been saved. To learn more about project templates, see this category.
  • Sponsor - This allows you to select (or create) a person to designate as the project's sponsor.
  • Service - This allows you to link the project to a service in the service catalog. This is most often used with projects that started as project requests.
  • Portfolios - Adds the project to a portfolio. Portfolios allow multiple projects to be grouped together for reporting and high-level management.
  • Classification - Organizationally-defined project classification.
  • Priority - Sets the project's priority
  • Status - Sets the project's initial status
  • Health - Sets the project's initial health
  • Requirements - A text field which allows you to document the project requirements.
33% helpful - 6 reviews

Details

Article ID: 3455
Created
Mon 2/2/15 2:31 PM
Modified
Wed 5/15/19 12:39 PM