Creating a Candidate Project
A project demand validation leads to a candidate project.
The project portfolio manager can create a candidate project directly without going through the demand management phase, or an ongoing project (in other words validated) if needed.
To be able to create projects, you must import the PPM module. See Prerequisites for Creating Projects.
You must also have created a project domain. See Defining Project Domains.
To create a project candidate:
1. Click the Projects > Projects navigation menu.
2. In the edit area, click the Projects tab.
Use the drop-down list to display:
all projects
projects by status (candidate projects, ongoing projects)
the projects assigned to you
3. Display all projects.
4. In the demands for the edit area, click New.
The window for creating a project appears.
5. Enter the name of the project.
6. Select the "Candidate" project type.
7. Click Next.
8. Specify:
the owner project domain
the project code (optional)
the planned start date
the planned end date
the project leader
9. Click OK.
Completing the Candidate Project Definition
Once the project is created, you can complete its properties in the same way as for a project demand.
See:
See also: