- From the left navigation, in Projects, click the + icon to create a new project.
- Click the Use Template toggle to Yes.
The New Project form changes.
- Fill in the required fields:
Project Template - Click the field and press Enter to see the list of templates available. Choose the appropriate one.
Account – Enter the account associated with this project.
Start Date – Enter the date you plan to start the project.
Currency - This currently defaults to the configured currency It may also come from the currency associated with the account.
Price List - Choose the price list which aligns with the currency. Click the field and press Enter to see the available price lists.
- Click Save. Your new project opens.
Note: It might take a few minutes for it to populate. You can click Refresh to update the progress.
You will see tabs where you can add more information. They include Schedule, Details, Timeline, Team, Time, Milestones, User Stories, R.A.I.D., Requirements, Invoices, Documents and Related.
To learn more about the tabs and the information they contain, see Learn More about the Project Overview.
When using a template, the project name defaults to the Account name and the Template name. You can change this in the Details tab.
Your project will now have tasks, user stories and even actions (R.A.I.D. items) set up and aligned with the start date you set. You can still add notes, tasks, user stories and actions, if needed. See Set Up Project Tasks for more information.
Note: If you a new task without relating it to a parent task, it will appear at the bottom of the list. Currently, you cannot reposition tasks on the schedule. If you want tasks arranged in a certain order, it is best to create a new work item as a related user story or as a child task.
- Check your requirements. You will see a list of roles that were planned for each task or user story.
A well-developed template will include most of the needed roles. Additional Planned Roles can be added to tasks and user stories and they will appear in the Requirements list.
All you have to do is build your team.
- In the Team tab, you can add resources to your team based on the planned roles. Be sure to set up a project manager.
To see the options for booking resources easily and quickly, go to Book Resources to a Project.
You’re ready to go!