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You cannot edit the project or program template, whether activities and deliverables are linked, or the execution control. However, you can edit other attributes. For more information, see About Context Templates, Plans, and Execution of Plans.
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Name | Enter a unique name for the project. This can be up to 200 characters.
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Description | Enter a brief description of the project. This can be up to 4,000 characters. | ||
Owner | Identify the user who is responsible for the successful execution of a project. By default, this is the creator. You can later select a different owner from within the organization at the time of project creation or by editing the project. Adding a non-team member as the owner automatically adds that user to the team. | ||
Phase | Select a phase to indicate the maturity of the project. The phase is purely informational and is not linked to any specific capabilities or access control features. | ||
Private Access | Set the initial definition controlling who can view and access the project: • Default—The default context. • Project Members Only—The project can only be viewed and accessed by team members.
If additional options appear, then administrators have created custom access levels specific to your organization. | ||
Invitation Message | Enter any information you would like to provide when inviting team members to join the project. This can be up to 4,000 characters. | ||
Number | An automatically generated number that uniquely identifies a project. You can modify this number to match the common practices of your company. For example, you might reference an organization number used in a financial reporting system. | ||
Category | Select the business category that best describes this project. Categories can later be used when sorting or filtering a large number of projects. | ||
Business Unit | Enter the name of the division or department that best describes the realm of this project, such as “Consumer Electronics Division” or “Sales.” | ||
Site | Enter the specific city or office location from which the project is managed (if applicable). | ||
Budget | Enter an exact or estimated monetary amount allotted to the project. | ||
Scope | Enter a brief description of the scope of the project. This can be up to 4,000 characters. You can later link to specific scoping documents from the project Details page. Scope statements commonly specify: • What is included in the effort? • What is not included in the effort? • What is the process for implementing changes to products or work that is included in the effort? |
Sharing Filter | The sharing filter determines when a shared object is out of sync or a sync exception. Leave this field blank to use the default filter (the Latest configuration specification). You can later select a different sharing filter by editing the project attributes. For more information, see Sharing Filters and Exchanging Data Between Contexts. |
Synchronize Sharing | Select one of the following options: • Scheduled synchronization—Allow automatic synchronization of shared objects. • Manual synchronization only—Only allow manual synchronization of out-of-sync shared objects. When using scheduled synchronization, shared objects are automatically synchronized each day at a time set by an administrator. For more information, see Synchronizing Shared Objects. |
Synchronization User | Select a user for whom the scheduled synchronization is performed. This can be the project owner or a user who has been added to the Project Synchronization Users group. The purpose of selecting a user is to determine which permissions are applied. Only objects to which the user has the required permissions are synchronized. Objects that are not included in the scheduled synchronization can still be manually updated by a user with appropriate access. |