Creating a Project Concept

All Program Central users can create project concepts.

  1. From the global toolbar, click Actions > Program > Create Project Concept.

    Or:

    1. From the global toolbar, click > Program > Projects.
    2. Click Create New Project Concept from the page Actions menu or toolbar.



  2. Enter details of the project concept.

    Project Concept. The name of the project concept.

    Policy. Select a policy from the drop-down list (there may be only one policy listed).

    Brief Description. A brief description of the idea.

    Business Unit. The business unit the concept should be assigned to. To choose a business unit, click and then choose a business unit within your company.

    Program. The programs the concept belongs to. To specify one or more programs, click . See Searching for Programs.

    Visibility. Defines who can view the concept.


    • Company. All Program Central users in your company can view the concept by searching for it.
    • Members. Only people added as project members can view the concept.

    Schedule From. Tasks for this project will be scheduled either from the Project Start Date or the Project Finish Date. The date is specified in the Project Date field.

    Project Date. The project date, which is used in conjunction with the Schedule From field.

    Default Task Constraint. The default constraint type for project tasks. If this is set to "As Soon As Possible" the constraint type for tasks will default to "As Soon As Possible". Otherwise, the default constraint for tasks will be "As Late As Possible".

    Default Vault. The default vault to hold the project objects.

  3. Click Done.

    After creating the concept, you will typically want to add members to it. Then you and anyone you assign as a Project Lead can add components, such as a WBS, folders, and documents. You can create discussion threads and routes to solicit feedback and identify risks.