T1.1: Create Project

Description

Responsible Individual creates Project in Clarity using the Tech & Engineering - Tech Studio or Tech & Engineering - R&D templates based on accountable sub-studio.

 

Outcomes

Responsible Individual can begin creating their workplan by entering Role Requests for skill sets needed to execute the project.

 

If structure is not a single project contact the Clarity Tech Studio Support Team  for Sub-project and Hierarchy set up.

 

If you do not see what you expect to see adjust your View and Filters.

 

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.

 

Step 3: Enter Project Information.

  1. Enter Project Name.

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

  3. Select a Start date from date picker.

  4. Select a Finish date from date picker.

  5. Select Funding Tier 1 from drop-down list.

  6. Click Create.

 

Step 4: Enter/Verify Financial Summary.

  1. Select Properties tab.

  2. Review Financial Summary and update as needed.

 

If structure is not a single project contact the Clarity Tech Studio Support Team  for Sub-project and Hierarchy set up.

 

Complete Clarity Access Request Form  to  Responsible Individuals access to manage the workplan.