Creating Basic Data for a Project Definition 

Prerequisites

●      You created a project definition (see Creating a Project Definition) and are in the editing view of this project definition on the Basic Data tab page (see also Opening a Project or Project Version).

You cannot make any changes if you opened a snapshot.

●      You created project roles (see Creating a Project Role).

●      In the Language field (upper right-hand corner) you selected the language you want to use for creating language-dependent texts (see also Multilingual Capabilities).

Procedure

General Area

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       1.      Enter a Name for your project.

The name is language-dependent but you can enter a name of your choice.

       2.      The unique, language-independent Number has been entered by default. You can change this number provided that the project has not yet been transferred to the accounting system. The system checks whether the number has been assigned yet.

       3.      Select a Project Type.

You must create a project type before you can release a project. It defines whether the accounting integration functions are active, for example.

       4.      Select a Reason for Project.

The project reason indicates why the project is being created.

       5.      Specify persons responsible (see Persons Responsible for Project Elements).

       6.      Enter a Priority from 0-9 for the project.

The priority solely indicates the importance of the project. It does not affect any other settings.

       7.      Enter a Description, as required.

The description is language-dependent.

       8.      If you want to release the project for processing, choose the entry Release from the Change Status dropdown box.

The system changes the current status from Created to Released. The project is now released for processing (see Editing Project Structures).

Once you release the project you can no longer change the project type or the project reason and you cannot delete the project. You cannot change the order of the phases either.

For more information about the status and the effects of changing the status, see Status of the Project Definition.

 

Task That Belongs to Master Project Area

This area only appears if the current project is a subproject. If you have at least display authorization for the master project it belongs to, you can open it in display mode by clicking the name. The system goes straight to the task that represents the subproject in the master project.

For more information about subprojects, see Work with Subprojects.

Program Assignments Area

This area only appears if the current project is part of a program. If you have at least display authorization for the program, you can open it in display mode.

For more information about programs, see Work with Programs.

Dates Area

You can also edit the dates in the graphical view or in the table view.

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       1.      Enter dates in the Fixed Start Date and Fixed Finish Date fields, as required.

If you do not enter any dates, the system uses the current date as the start date. The finish date field remains empty. The system calculates the finish date from the remaining project data during scheduling.

Provided that the project has the status Created, the system automatically carries out scheduling as soon as you perform the next action in the system or press Enter. Then the system displays the result in the Calculated Start and Calculated Finish fields. If you already changed the status, you must trigger scheduling manually. If there is a conflict of dates, the system issues an appropriate message.

For more information, see Scheduling.

       2.      Select the Calendar you want to use for this project.

The calendar influences scheduling. You use it to determine, for example, whether all weekdays or only working days are taken into consideration.

See also:

Creation of Data for the Project Definition