---
title: "Create Project Wizard"
slug: "bc-create-project-wizard"
description: "Create projects efficiently using the Create Project Wizard by selecting templates, setting dates, and assigning responsibilities in Industrial Equipment Manufacturing."
updated: 2026-06-25T09:59:11Z
published: 2026-06-25T09:59:11Z
canonical: "docs.staedean.com/bc-create-project-wizard"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Project Wizard

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:

1. Drill down on **Activities** and select **Create Project**, or use the shortcut **Ctrl+J**.
2. On the first page, select the project status. The default is **Open**. Other options are **Quote** and **Planning**.
3. Select **Next**.
4. 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.
5. Select **Finish** to create the project.

> [!NOTE]
> 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".

## Related

- [Project Manager Role Center](/iem-project-manager-role-center.md)