O1.1: Create Project

Description

Business Manager/Ops Support or Ops Finance creates Project in Clarity using existing templates.

 

Outcomes

The Ops Finance can then add the Financial Object to the Project.

 

Detailed Steps

 

Step 1: Log in to Clarity.

 

Step 2: Create Project from Template.

  1. Click Projects Icon.

  2. Select New From Template.

 

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

 

Step 3: Enter Project Information.

  1. Enter Project Name.

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

  3. Enter Summary.

  4. Click Create.

 

Step 4: Update Schedule and Cost Center.

  1. In Schedule section select Start from Date Picker.

  2. Select Finish from Date Picker.

For your information select Cost Center from drop-down list.