M1.3: Create Project(s)

 

Description

This process walks through the project creation and the attributes that need to be filled in for a project to be created within Clarity for teams to start planning.

 

Outcomes

Clarity informs the Project Control Scheduler that they should start M1.4. it is informational for the Resource Management Admins and informs the Tech Studio Admin that they will need to start monitoring access and permissions for the project.

 

Detailed Steps

 

Step 1: Log in to Clarity.

 

Step 2: Create Project from Template.

  1. Select Projects Tiles Icon.

  2. Click New from Template button.

 

  1. Select the correct Template from the list.
  2. Click Next.

When creating a Blue Sky Project use template Tracker-Blue Sky-Project Template.

 

When creating a Lifecycle Project use template Menu Project Template.

 

The Project Controls team can edit the Project Name on the capital project.

 

 

Step 3: Complete Project Template.

    1. Enter Project Name.

    2. Enter Summary.

Portfolio will auto populate when correct Template is selected with exception of Domestic Template. In case of Domestic select the Portfolio from the drop-down list.

 

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

    2. Select Land from drop-down list.

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

    4. Select Use Project Taxonomy from drop-down list.

    5. Select Class from drop-down list.

    6. Select Facility from drop-down list.

    7. Select Lift from drop-down list.

    8. Select Scope from drop-down list.

 

  1. Select Project Grouping from drop-down list.

  2. Select Initiative from drop-down list.

  3. Select Responsible Organization from drop-down list.

  4. Verify Cost Type and Funding Tier 1.

  5. Select Sub Project Type(s) from drop-down list.

Sub Project Type is only selected on Main Project.

 

  1. Enter Start date from date picker.

  2. Enter Finish date from date picker.

  3. Click Create.