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Creating a New Project

Create a project document as a first step towards creating a group of Proliance documents that are within a project's domain.

Your security role must have permission to create projects. For more information, see "About Security Permissions".

To create a new project

1. In the Programs & Projects work area, open the Projects register.
2. Click New to create a new document using the default template.

— or —

Click the arrow next to New to select another template. For more information, see "About Document Subtypes".  

A blank document appears. Some information may already be filled in, depending on the template used.

3. Complete the following required information:
• Title:Type the title of the project.
• Number:Type a string of characters that uniquely identifies this project.
4. If you are going to perform a workflow action, type the information required for this action. For more information, see "Project Workflow Actions" for a list of preconditions for a specific action.
5. Complete any other necessary information for the document. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

Please refer to the following for more information on the fields for each page:

• Main
• Properties
6. Click Save.

Proliance saves the document. Click Exit edit mode when done.