Adding a Project Manually

Follow these steps to Add a Project Manually:

1. Click on the Projects tab

2. Click the Add Icon from the Project List to a add a project.

3. Select the Manual Creation option and click the Next button.

4. Enter the Project Details including the Project Name, Description, Scope, Project Manager and Status.

5. Enter the Project Start and Required By date.

6. Select the Project’s Priority and if Ad Hoc Task are allowed.

7. Enter the Project’s Budget details including the Billing Code, Unit Type and Number per Unit and Budget.

8. Select the option for creating a default Project Level Task

9. Click the Next button to move to the next step.

10. Add Resources to your Project. Continue this step until you have complete your list.

11. Select an appropriate Structure Position for each Structure.

12. Click the Save button to complete the Project set up.  The Project’s Details page will open on completion.