Use the Create Project Wizard to create a project from a selected template by specifying the most important fields.
Steps
To use the Create Project Wizard, start from the Industrial Equipment Manufacturing Project Manager role center:
Drill down on Activities and select Create Project, or use the shortcut Ctrl+J.
On the first page, select the project status. The default is Open. Other options are Quote and Planning.
Select Next.
On the second page, specify the following fields:
Describe your project: provide a short description.
Which template do you want to use: select a base template.
What is the start date of the project? You must select a start date when the scheduling direction is Forward.
What is the end date of the project? You must select an end date when the scheduling direction is Backward.
What is the scheduling direction? Select Forward or Backward.
Who is the customer? Select a customer.
Who is the person responsible? Select a resource as the person responsible or project manager.
Select Finish to create the project.
Note
Forward = (As Soon As Possible: ASAP) calculates the timeline from the specified start date and shows when the project can be finished with this timeline.
Backward = (Just In Time: JIT) calculates the timeline from the specified end date and shows when the project must start with this timeline.
In the Project card, the UserID is selected in the Project Manager field. By linking the UserID to a resource in the User Setup, the Create Project Wizard also updates the Project Manager field. The Project Manager field is used to show the projects in My Projects on the Project Manager Role Center.
When the wizard cannot find a UserID, a message appears: "Resource No. %1 is not assigned to Anywhere Mobility Solutions user, the Project Manager field is not updated. You can assign Resource No. %1 to a UserID in the User Setup".
When the backward calculation results in a starting date before the work date, a warning appears: "Starting date is before the work date".