Data Management Capabilities > Managing Projects > Projects and Programs > Project and Program Actions > Create a Project
  
Create a Project
To create a new project or program, navigate to the Projects or Programs table. Click the new program icon or the new project icon .
The New Project or New Program window opens, displaying the following options:
1. If your site has defined multiple types of projects or programs, a Type drop-down menu appears. Select the type of project you are creating. This determines if any additional attributes are enabled.
2. Enter a team name in the Shared Team field by clicking Find to locate the shared team. To remove a shared team name from this field, click Clear.
◦ This field is not required. You can leave it blank and select team members after you create the project.
◦ The Shared Team field appears only when shared teams are defined for the organization.
◦ If you do select a shared team, you can only select one.
◦ Select Allow roles and/or members to be added locally in this context to have the option to add more team roles and members to the project team. You can select this checkbox only if the shared team has been set up to allow for this.
For more information, see About Shared Teams.
3. Complete the following fields:
Name
Enter a unique name for the project. This can be up to 200 characters.
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The Display > Validate Project/Program Name preference determines whether the following characters are allowed: / \ : * ? < > | " ,
By default, this preference is set to Yes, meaning that the characters are not allowed.
Template
A template defines the default objects for a project. Organization and site administrators create and manage the context template. You cannot change the template once the project is created, but you can modify objects and folders according to your needs. Your company might define additional templates that are unique to your business processes. For more information, see About Context Templates.
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If you chose to use a shared team and the template you selected includes a reference to a shared team, then the shared team you chose to use overrides the shared team specified in the template. All of the shared team roles and members (if any) from the shared team referenced in the template are overwritten by the roles and members of the shared team you selected in the Shared Team field.
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You cannot create a project using the template that is imported from a different Windchill environment.
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 access rules set by organization administrators.
• Project Members Only—The project can only be viewed and accessed by team members.
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This attribute is overridden if you assign a shared team to the project.
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.
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Invitations are sent to any new local members as they are added to the project. The invitation is not sent to shared team members. You can edit the invitation by editing the project or from the Members table.
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?
The following fields do not appear when creating a program. These fields are only available if you have Windchill PDMLink or Arbortext Content Manager installed alongside Windchill ProjectLink.
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.
4. Select the following options:
◦ Allow sharing to other projects and programs
Data saved in the project is available to other projects and programs. For more information, see Sharing Objects Between Projects and Programs.
◦ Identify out-of-sync shared objects
When applicable, the out-of-sync sharing indicator is visible in the Folder Contents table. A shared object is out of sync when the source object is changed and considered outdated per the sharing filter criteria. Objects can be shared to a project from other projects, programs, libraries, and products. For more information, see Exchanging Data Between Contexts.
◦ Start project and send invitations to team
The project should be started as soon as it is created (immediately after you click OK). Once started, email invitations are sent to team members.
If you do not select this option, you must start the project manually by navigating to the project Details page and selecting Actions > Start.
◦ Execution Control
▪ Manually control project execution—Plan activities and milestones can be created and edited at any time throughout the project. Deadlines, duration, and start and finish dates can be changed as needed.
▪ Automatically execute activities and deliver tasks—Activities start based on precedence and date constraints, automatically initiating tasks and notifications.
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The Execution Control options are applied to the default plan created with the project. Once created, you cannot change this selection.
However, you can later create additional project plans with different execution types. For more information, see About Project or Program Execution and Create a Plan.
◦ Link deliverables with project activities
Indicates that associated activities and deliverables have a dependency relationship. For more information, see Linking Deliverables with Activities.
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Once the project has been created, you cannot edit this option.
5. Click OK.
Once created, the next steps you take when working with the project vary depending on the template you selected. You cannot change the template, but you can later edit the project attributes. For more information, see Edit a Project.