B1.1: Create Project

 

 

Description

Responsible Individual creates Project in Clarity using existing templates.

 

Outcomes

The Functional Manager can then add resources to the forecast as needed. Responsible Individual can enter Role Requests.

 

Detailed Steps

 

Step 1: Log in to Clarity.

 

Step 2: Create Project from Template.

  1. Click Projects Icon.

  2. Select New From Template button.

 

  1. Select Creative Development Project Template view.
  2. Select the correct Template from the list.

 

Step 3: Enter Project Information.

  1. Enter Project Name.

  2. Enter Also Known As/Code Name if exits.

  3. Select Responsible Individual(s) from drop-down list.

  4. Enter Summary of Project.

  5. Enter Deliverables of Project.

Responsible Individual, Summary and Deliverables can be added/updated once project is created.

 

  1. Select Project Tier 1 from drop-down list.

  2. Select a Start date and Finish date from date picker.

  3. Click Create.

Verify Project Tier 1 is correct  is matching your group if it is not cancel and go back and select the correct Template..

 

Step 4: Verify Financial Summary.

  1. Select Properties tab.

  2. Select Portfolio from drop-down list.

 

Step 5: Update Park/Gate.

  1. Click Projects icon.

  2. Select Park/Gate from drop-down list.