Project new com/en/
New projects are entered in tab PROJECTS / NEW PROJECT:
- select project type - selection is set in the licence. Project type cannot be changed latter.
- form with fields for basic data in the scorecard is opened
- fill in required fields (obligatory fields are marked with *).
- project name
- project group
- main project participants: project manager, client and main contact person
- start date
All fields can be modified latter.
Before entering new project to 4PM
- gather general project data:
- project name
- project duration: estimated start and end date
- project goals
- project team:
- project organizational structure (project roles) and project team
- external co-workers (suppliers, subcontractors, partners, ...)
- client (organization's management for internal projects, customers)
- project budget
- activities for achieving the goals
New project by copying existing
Existing projects (i.e. project templates) can be copied:
- go to PROJECT TEMPLATE scorecard
- click button COPY to open COPY FORM:
- select what you wish to copy:
- general data (project scorecard - name, project duration...)
- project team
- project structure with tasks, milestones
- project structure with assignments (dates, planned hours, assignees)
- project cost plan (budget)
- project portal structure.
If you enter NEW START DATE, all planned project activities (tasks, milestones...) will move according to new start date.