Creating a New Project
From Clarizen
The first step in Project Management is to create a project.
Creating a project includes mapping out a plan from which you are able to monitor the progress of the project, assigning team members to work items, and activating the project.
Team members can monitor and manage their tasks as well and collaborate with other team members to ensure successful progression of the project plan.
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Create New Project Wizard
You can create a new project within Clarizen by clicking on the "Start" button on the top left hand side of the application and selecting the "New Project" option.
Note: To add a new project to an already existing project see the Current Project article
Project Wizard
The page of the "Create New Project Wizard" requires you to select either a blank project or a template project.
To set the default template project, access the Template tab within Clarizen and select the default project template.
If you select to create a project from a Template, you will be directed to the above screen, where you will be able to select the template you would like your project to be based on.
When selecting a template project you are able to decide which elements of the project you would like to add by checking the appropriate checkbox.
These elements include:
- SubProjects
- Milestones
- Tasks
- Documents
- Notes
- Resources
To create the project with yourself as the manager, check off the "Use Current User as Manager" checkbox.
Project Details
Once a template or blank project is selected, you are required to fill in the project details.
- Name
- Enter the name of the project, this can be edited once the project is created
- Description
- Enter the description of the project, this can be edited once the project is created
- Project Manager
- Select the Project Manager, by default the project manager is set to the user creating the project, however, you can select any other user from within the organization
- State
- Select whether you would like the project to be created in Draft or Active mode.
- Projects set to draft can be activated within the Current Project screen
- Schedule From
- Select whether you would like your project to be set as ASAP or ALAP
- ASAP means that your project is attached to the start date, which will be required to be manually set, and will automatically create the due date based on the duration of the work items therein
- ALAP means that your project is attached to the due date, which will be required to be manually set, and will automatically create the start date based on the duration of the work items therein
Creating Project
Clicking Finish will direct you to the Current Project screen where you can then add work items to the project, set durations of work items, assign resources, etc.
Adding Sub Work Items
To add sub work items to a project from within the Current Project screen, click on the "Add Sub" drop down and select the work item type.
Hierarchy
A project can contain sub projects, milestones, tasks and shortcuts
Sub-projects can only be added under projects.
Milestones can be added under projects or sub-projects
Tasks can be added under milestones, or directly under projects
Shortcuts are references to work items within other projects, and depending on the shortcut type (i.e. project, milestone, task) can be added to the project hierarchy as specified above.
