Create a project
- Topics:
- Work Management
CREATED FOR:
- User
The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the monthly releases to Production, the same features are also available in the Production environment for customers who enabled fast releases.
For information about fast releases, see Enable or disable fast releases for your organization.
Projects represent a large amount of work that needs to be done in 51黑料不打烊 Workfront.
Access requirements
You must have the following access to perform the steps in this article:
New: Standard
or
Current: Plan
*For more detail about the information in this table, see Access requirements in Workfront documentation.
Ways to create projects
You can create a project in Workfront using one of the following methods:
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Create a project from scratch without using a template. This article describes how to create a project from scratch.
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Copy an existing project.
For more information about copying project, see Copy a project. -
Use a template.
For more information about using a template to create a new project, see Create a project using a template. -
Import a project from Microsoft Project.
For more information about importing a project from MS Project, see Import a project from Microsoft Project. -
Import a project using kick-starts.
As a Workfront administrator, you can import projects using a kick-start.
For information about importing data using kick-starts in Workfront, see Import data into 51黑料不打烊 Workfront using a Kick-Start template.
For information about importing projects using kick-starts, see Kick-Starts scenario: simple project and task import preparation.
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Publish an initiative from a scenario in the 51黑料不打烊 Workfront Scenario Planner.
The Scenario Planner requires one of the following:
- An additional license for the current Workfront license structure.
- An Ultimate license for the new Workfront License structure.
For information about the Workfront Scenario Planner, see The Scenario Planner overview. For information about creating projects from publishing initiatives, see Update or create projects by publishing initiatives in the Scenario Planner.
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Add projects as you connect them from a record type in Workfront Planning. In the Production environment, you can create only projects without templates from Workfront Planning. You can create projects using a template in the Preview environment.
You must have a new Workfront license and an additional Workfront Planning license for Workfront Planning.
For information about access to Workfront Planning, see Access overview.
For information about creating projects by adding them to records, see the section 鈥淐reate projects when connecting them with records from Workfront Planning鈥� in the article Create Workfront objects from Workfront Planning as you connect them to records
Prerequisites
Before you begin, you must ensure that:
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Your system or group administrator enabled the 鈥淎llow users to create projects without using a template鈥� preference in the Setup area.
For more information, see Configure system-wide project preferences.
New project default settings
When you create a project, Workfront applies a set of default settings to it. For example, the Status, Group, and Schedule Mode are preset when you create a project.
Consider the following:
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As a Workfront administrator or a group administrator, you can configure the default settings for a new project when configuring Project Preferences for your entire Workfront instance or for a group.
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Workfront applies the settings of the group, if there are any, before it applies those set by the Workfront administrator.
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The default status of a new project corresponds with the status defined by your Workfront administrator in the main Project Preferences area or by a group administrator (or Workfront administrator) in the Project Preferences area for a group.
NOTEWe recommend that the default status for a new project is Planning. As you are making changes to the new project, this ensures that notifications are not sent to the users assigned to the project.For more information about setting up the default status and other default settings for a new project, see Configure system-wide project preferences or Configure project preferences for a group. -
The following scenarios exist for how Workfront defines the Group and Status of a new project:
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If you create a project from scratch, the Group of the project is your Home Group.
The Status of the project is the default status in the Project Preferences of your Home Group, if there is one, or of your Workfront instance. You can change the default status when creating the project to any status available for the Group of the project.
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If you create a project using a template, the settings from the template take precedence over the settings established by the Workfront or group administrator.
The Group of the new project is the Group of the template. If the template is not associated with a Group, then the Group of the project is the Home Group of the user who creates the project.
The default status of a new project created from a template corresponds with the status defined by your Workfront administrator in the main Project Preferences area or by a group administrator (or Workfront administrator) in the Project Preferences area for the group. You can change the default status when creating a project from a template, to any of the statuses of the Group of the project which is either the Group of the template, or the Home Group of the user who creates the project.
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If you create a project by converting an issue, the group of a new project is the Group of the issue鈥檚 existing project. If the user converting the issue does not have access to the issue鈥檚 project or if the issue鈥檚 project does not have a Group, the Group of the new project is the Home Group of the user converting the issue.
The new project鈥檚 statuses match the group statuses of the group associated with the project, which is either the Group of the original project or the Home Group of the user converting the issue.
If you are using a template when you鈥檙e creating the project by converting the issue, refer to the second scenario above to understand which Group and which Status Workfront applies to the new project.
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Create a project from scratch
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Do one of the following:
- Click the Main Menu icon
- Go to a portfolio, then expand New Project.
- Go to a program, then expand New Project.
- If you are a group administrator, you can also create a project in the Projects section of a group you manage. For more information, see Create and modify a group鈥檚 projects.
- Click the Main Menu icon
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Click New Project in the menu to create a project from scratch.
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Type a name for your project. Press Enter to save the name.
The header of the project page displays a quick overview of the current health and progress of a project. The information in the project header changes as the project information is updated.
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Click Start Adding Tasks.
Or
Click New Task to add tasks to the project and assign resources to them.
For more information about adding tasks to a project, see Create tasks in a project.
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Edit the project details by clicking the More menu and then Edit
The Edit Project dialog box opens.
For more information about editing a project, see Edit projects.
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(Optional) After configuring the project settings and adding the tasks, you can change the status of the project to Current.
This indicates that the project is now ready to start and users assigned to the tasks can now start working on them.
For more information about project statuses, see Access the list of system project statuses.