Creation - Projects

OVERVIEW - A project is a set of activities and associated information that constitutes a plan for creating a product or service. A project has a start and finish date, work breakdown structure (WBS), and any number of activities, relationships, baselines, expenses, risks, issues, thresholds, and work products and documents. A project may also have its own Web site. While resources typically extend across all projects, each project has its own resource assignments. Similarly, while calendars, reports, and activity codes may span projects, they can also be project-specific. - Primavera

1. To create a project move your cursor to upper most portion of the directory bar and click on the button with the two overlapping folders entitled, “Projects” which will take you to the project view.
   
   
2. Highlight the S2 node.  To create a project, right-click the highlighted node and click Add from the drop-down menu.
   
   
3. The Create a New Project Wizard appears.  Since this is our first time creating a project, let’s go ahead and use the wizard.  The first part asks us which EPS node we want to place the project.  However, since we had S2 highlighted before clicking Add, the project already is being place in the appropriate node.  If we did want to change which node the project was placed into, we would simply click on the box with the 3 dots on the right hand-side of the field and then subsequently chose the applicable node by double-clicking it.
   
   
4. Click Next.
   
   
5. Now, we are asked to name the new project.  Let’s go ahead and give the project an ID of ACT & a Name of Activities.  Let’s go ahead and skip the other options which will be covered later and click Finish.
   
   
6. The new project has now been created under the S2 node. 
   
   
7. The project though created has not been configured for our own particular needs. The Details window at the bottom of the screen allows us to do just that as well as to view summary information of any selected project.  For now, let’s click on the Defaults tab.
   
   Note – Detailed information is presented concerning features in the Details window will be presented in Section 7 of our training.
   
   
8. This tab controls all of the default properties that any added activity will have within the associated project.  In the field, “Activity ID Prefix,” type L2-.  This will now be the default prefix for all added activity IDs within this particular project (eg. L2-1000, L2-1010…).
   
   TIP – Activity ID prefixes are often used to denote a general location within a job.  Our “L2-“ designation refers to the second level of a building.
   
   

The project is now ready for activities.

NEXT - Activities