About Projects

A project is a process for attaining a specified goal or objective. This section describes how to create and work with projects, including working with project concepts, dashboards, and project visibility.

About Project Security

There are various levels of security associated with projects and their WBS tasks that determine who can view project and task information.

Program Experience controls security at the project level. When Project Leads create a project, they use the Project Visibility setting to define whether the project should be visible to all employees of their company or only to project members.

The next level of security is Project Membership security. The person who creates the project is the project owner. The project can be owned by only one user. The project owner has all access, including the ability to delete the project and reassign ownership to another user.

The project owner has the ability to assign other project members as leads. Project Leads have the same access as the project owner with two exceptions: a Project Lead cannot change the owner or delete the project.

Project Membership is the next level of security. A user can only see project information if:


  1. they are project member (for projects with Member project visibility)
  2. the project is visible to all
  3. they are assigned to a task (If not Members of the project, they can view the project by searching.)

Projects will only appear on a user' s Project summary page if they are a member of the project. A project with company visibility will not appear on the Project summary page for all users, but all users can see the project in search results.

A task can be assigned to a non-member of the project or to any member of the project. A task assignee has the following access:


  • Task assignees can view their task and the task parent (project).
  • The assignee of the Task can add and remove subtasks. (The assignee may or may not be the owner of the task.)
  • The assignee can create ad-hoc routes on their tasks.
  • The assignee can delegate their assignment to someone else on the project membership or in the
  • The assignee cannot delete the top level task assigned to them.

About Project Scheduling

A project may be scheduled either by estimated or actual dates.

Additionally, when you create a project, you can choose to schedule it based on the start or finish date. For most projects, you know that you will start it on a specific date, and based on the WBS, Program Centralcalculates the finish date.

Some projects may require a specific finish date that cannot slip without serious implications. For example, in the apparel industry, cloths must be available in retail stores on pre-determined dates that cannot be missed without financial implications.

Both methods of scheduling are supported.