Projects Workspace

Before creating a project, your administrator may require you to create a project initiation request. See the Project Initiation workspace procedures here.

To create a project:

1. Open the Projects workspace.

2. Click the Create button in the toolbar on the right side of the Collections pane.

   The Create New Project window opens.

3. Choose between two options:

   • Use a project template:

     Note:

     Administrative users can create project templates in the Project Template Manager workspace.

     1. Click the Template tab.

        The Template tab is selected by default.

     2. Enter the name of a saved template in the Search Templates type-ahead field.

     3. Click the Next button.

   • Create a new project without a template:

     1. Click the New tab.

     2. Click the Next button.

        The Create New Project window opens in a new tab.

4. Complete the following fields in the Project table:

   • Project Name

   • Project Number

     Note:

     At project creation, the Project Number field defaults to the value of the Project ID field if the Project Number field is left blank. This setting does not impact updates to the Project Number field.

   • Number Alias - enter a custom alias for the project.

   • Status - select the status from the field.

   • Project Type - select the project type from the field.

   • Year of Project

   • Description

5. Complete the following fields in the Location table:

   • Country

   • State/Province

   • City

   • Hierarchy - use this type-ahead field to select the level of hierarchy from those used in the application by your organization.

   • Space Use – select how the space will be used from the field.

   • Space Type - select the space type from the field.

   • Move in Date

6. Complete the following fields in the Financial table:

   • Budget Type - select the budget type from the field.

     If you select None from the Budget Type field, you will be required to select a Currency and AP System.

   • Pre-Budget Funding - select Yes from the field if there is pre-budget funding, and No if there is not.

     Note:

     Selecting No disables the Mark Prebudget Funding action in the Budget detail section.

   • Currency - select the currency from the field.

   • Currency Date - click in this field and use the date picker to select the date to be referenced for currency conversion.

   • AP System - select the accounts payable system from the field.

     Note:

     In order to use a general ledger or cost center, they must be active and tied to the selected AP System.

   • General Ledger - enter the general ledger into this type-ahead field.

   • Cost Center - enter the cost center into this type-ahead field.

   • Business Unit - enter the business unit into this type-ahead field.

     In order to select a business unit, you must first select a cost center.

   • Financial Impact - select the financial impact from the field.

7. Complete the following fields in the Impact table:

   • Rentable Area - enter the rentable area.

   • Measurement Unit - select the measurement unit from the field (for example, square feet).

   • Seats Impacted - enter the number of seats impacted by the project.

   • FTE Impacted - enter the number of full-time employees impacted by the project.

   • # of Locations Impacted - enter the number of buildings impacted by the project.

   • New Asset - select either Yes or No:

     • Select Yes from the field if this project is for the creation of a new asset, such as a building.

     • Select No if this project is not for a new asset.

8. Complete the following fields in the Other table:

   • Company - if there is a consulting firm or some other company involved in the project, enter the company name here. (this is useful in situations where your company is tracking or managing the project for another company).

   • Other Business Identifier - enter any custom business identifier.

   • Key Initiative - select Yes from the field if this is a critical or key project, or No if it is not a critical or key project.

   • Rationale - enter the rationale for the project.

9. Click the Save button.

   The project is saved. It opens in the Projects workspace.

See the Customize What You See procedures to learn how to configure the Collections pane.

See the Export Collections procedures to learn how to export the records in the currently selected collection to a .csv file.