How to Create a Project in 4 Steps
The system guides you through a structured process of four steps to create a new project. Below is a detailed explanation of each stage:
Step 1: Template Selection
In this stage, select a template that defines the project's basic structure. Each template defines elements such as the workflow, task types, specific tasks, stages, and deliverables.
If none of the available templates fits your project's needs, you may choose to create a project without a template. This will allow full customization from scratch.
Step 2: Add Technical Information
In the second step, the core technical details of the project must be entered. These fields include:
- Type: Indicates whether the project is internal (in-house) or for an external client.
- Project group: Defines whether the project is standalone or part of a broader set of related projects for the same client.
- Client: If it is an external project, the client organization is identified by this field.
- Discipline: This specifies the project's area. Depending on the selected discipline, other fields will be available, such as area and unit of measure.
- Business Unit: Associates the project with the appropriate business unit within the organization.
- Classification: Defines the project category based on its duration and whether it is a development or research project.
Step 3: Defining Commercial Terms
In this step, you must specify the project's pricing model. This means choosing whether the project is a fixed-price or billed based on time and materials.
Additionally, the following information should be provided:
- Total project fees
- Estimated number of hours required to complete the project.
Step 4: General Project Information
In the final step, you must complete the project’s basic identifying information:
- Custom code: A unique code for internal identification of the project.
- Project name: The name by which the project will be recognized.
- Start date and estimated end date: The planned timeline of the project.
Once these four steps are completed and confirmed via the modal, you will be able to access the full project profile and begin managing its operational and administrative aspects.
How to Create a Project in 4 Steps
The system guides you through a structured process of four steps to create a new project. Below is a detailed explanation of each stage:
Step 1: Template Selection
In this stage, select a template that defines the project's basic structure. Each template defines elements such as the workflow, task types, specific tasks, stages, and deliverables.
If none of the available templates fits your project's needs, you may choose to create a project without a template. This will allow full customization from scratch.
Step 2: Add Technical Information
In the second step, the core technical details of the project must be entered. These fields include:
- Type: Indicates whether the project is internal (in-house) or for an external client.
- Project group: Defines whether the project is standalone or part of a broader set of related projects for the same client.
- Client: If it is an external project, the client organization is identified by this field.
- Discipline: This specifies the project's area. Depending on the selected discipline, other fields will be available, such as area and unit of measure.
- Business Unit: Associates the project with the appropriate business unit within the organization.
- Classification: Defines the project category based on its duration and whether it is a development or research project.
Step 3: Defining Commercial Terms
In this step, you must specify the project's pricing model. This means choosing whether the project is a fixed-price or billed based on time and materials.
Additionally, the following information should be provided:
- Total project fees
- Estimated number of hours required to complete the project.
Step 4: General Project Information
In the final step, you must complete the project’s basic identifying information:
- Custom code: A unique code for internal identification of the project.
- Project name: The name by which the project will be recognized.
- Start date and estimated end date: The planned timeline of the project.
Once these four steps are completed and confirmed via the modal, you will be able to access the full project profile and begin managing its operational and administrative aspects.