Creating a Project - 31f

Creating a Project

Purpose:  Use this document in order of steps to create a project in ctcLink.

Audience:  Finance

This process is sequential  - It is very important to complete these tasks in the order of steps shown below.

Navigation:  Project Costing > Project Definitions > General Information > Add a New Value

Enter information in the following required fields:

  1. Business Unit
  2. Project:  NEXT (Accept default value - DO NOT CHANGE; the system will use this value to auto numbering upon saving new projects).
  3. Create: Blank Project (Accept default value - DO NOT CHANGE.  The Create drop down menu contains additional options:  Project form Copy; Project from Microsoft Project; Project form Template; Project Template).
  4. Select Add.
Add a New Value tab

Enter the information in the following required fields:

  1. Descriptions:  Enter a description for the new project. (Max 30 characters).
  2. Integration:  Enter or use the look up icon to select a valid value.
  3. Project Type:  Enter or use the look up icon to select a valid value.  (Optional input used for reporting purposes).
  4. Project Status:  O (Open) - Accept this default value.
  5. Start Date:  MM/DD/YYYY - Enter the date the project is scheduled to begin.  (The start date cannot be after the start date of any activity).
  6. End Date:  MM/DD/YYYY - Enter the date the project ends.  (The end date cannot be prior to the end date of a project activity).
  7. Select Save.

Notice that upon saving, the system creates a new project and assigns a Project ID.

  1. Select the Location tab.

The Project Hierarchy feature offers project managers visual insight to quickly zoom into project details and take appropriate action. An organization chart represents hierarchical data as boxes arranged as levels. You can arrange these boxes to be oriented top to bottom with horizontal rows, or left to right with vertical rows. Connectors show parent and child relationships between boxes on adjacent levels.  This feature will display a project, and its activities, as a graphical presentation. The project is displayed at the top of the hierarchy chart, followed by the activity work breakdown structure. Children of summary activities also display, if they exist. Depending on security roles, a project manager is able to select any of the related content actions and view the corresponding modal or new window for insight to action

  1. Use the Location Code to identify the facility where the project is based.
  2. Enter or click the look up icon for Location Code and select a valid location code from the list.
  3. Select Save.
Location tab


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