{"id":213,"date":"2016-09-21T15:20:43","date_gmt":"2016-09-21T03:20:19","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=213"},"modified":"2023-08-24T01:32:53","modified_gmt":"2023-08-24T01:32:53","slug":"a101","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a101\/","title":{"rendered":"Add project form"},"content":{"rendered":"
This popup<\/a> form can be accessed via the \"Contact<\/a>organisation<\/a> or \"Programme<\/a>programme<\/a> view pages \"Add<\/a>add menu in the top header area, as shown in Figure 1. Alternatively you can access the \"Add<\/a>add popup form via Programmes & Projects<\/strong> tab of these view pages, as shown in Figure 2.\r\n

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Figure 1 – Access via add menu\u00a0<\/strong><\/p>\r\n

\u00a0\"\"<\/a><\/p>\r\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0Figure 2 – Access via programmes & projects tab<\/strong><\/p>\r\nThis popup is shown in Figure 3 and is used to add a new \"Project<\/a>project<\/a> for the selected asset<\/a>.\r\n

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Figure 3 – Add project form<\/strong><\/p>\r\n\r\n*<\/em><\/sup>The name field is mandatory, if you accidentally try to add a new project with the same name as an existing project for your programme then you will get a warning message.\r\n

Section breakdown<\/h4>\r\nThe following information provides a breakdown of each of the section views that may be available for you to set the project’s details under each section.\r\n

\"Project<\/a>Details<\/h4>\r\n\"\"<\/a>\r\n

Figure 4 – Project details section view<\/strong><\/p>\r\nThe details <\/strong>for a project can be assigned by scrolling to the section indicated in Figure 4 above. Each of the fields available to be customised in this section view are described in the following table:\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Reference:<\/th>\r\nYou can add a reference<\/a> number or name for your project here. If you enter a prefix and end it with one or more zeros, e.g. P_00, then you can click on the \"Reference<\/a>“Find next reference” button to search for the next available reference number with the same prefix and number of digits.<\/td>\r\n<\/tr>\r\n
Description:<\/th>\r\nYou can add a short description of your project here.<\/td>\r\n<\/tr>\r\n
Project type:<\/th>\r\nSelect the project type from this drop-down list.<\/td>\r\n<\/tr>\r\n
(New project type):<\/th>\r\nIf you have selected the “Add a new project type” option in the Project t<\/strong>ype<\/strong> field above, then this field will be visible. Use this field to enter a new project type for this project e.g. policy development.<\/td>\r\n<\/tr>\r\n
Project code:<\/th>\r\nYou can add an associated code for your project here. The project code will be prefixed to the reference fields for certain asset types, for example risks.<\/td>\r\n<\/tr>\r\n
Purchase order number:<\/th>\r\nYou can add an associated purchase order number for your project here if it applies.<\/td>\r\n<\/tr>\r\n
Default GL number:<\/th>\r\nThis general ledger (GL) number will be used as the default when adding new tasks to the project, but you can add an associated GL number here.<\/td>\r\n<\/tr>\r\n
Start date:<\/th>\r\nSet the start date for the project by manually entering a date using one of the available date formats<\/a> or by selecting the date via \"choose<\/a>calendar control<\/a>.\u00a0 The start date will be used as the start month for budgets.<\/td>\r\n<\/tr>\r\n
Go live date:<\/th>\r\nSet the estimated go live date for the project by manually entering a date using one of the available date formats<\/a> or by selecting the date via \"choose<\/a>calendar control<\/a>.<\/td>\r\n<\/tr>\r\n
End date:<\/th>\r\nSet the estimated end date for the project by manually entering a date\u00a0using one of the available date formats<\/a> or by selecting the date via \"choose<\/a>calendar control<\/a>.<\/td>\r\n<\/tr>\r\n
Budget intervals:<\/th>\r\nUse this field to set the number of budget months you want to include for this project.<\/td>\r\n<\/tr>\r\n
RAG Status:<\/th>\r\nUse this drop-down list to set the Red\/Amber\/Green status for this project.<\/td>\r\n<\/tr>\r\n
Manager:<\/th>\r\nUse this drop-down list of \"icon_user\"<\/a>users<\/a> to select a manager for this project.<\/td>\r\n<\/tr>\r\n
Owner:<\/th>\r\nUse this drop-down list of\u00a0users<\/a> to select an owner for this project.<\/td>\r\n<\/tr>\r\n
Sponsor:<\/th>\r\nUse this drop-down list of\u00a0users<\/a> to select a sponsor for this project.<\/td>\r\n<\/tr>\r\n
Approved:<\/th>\r\nSelect this check box to indicate that this project has been approved.<\/td>\r\n<\/tr>\r\n
Workflow:<\/th>\r\nSelect the applicable \"Workflow<\/a>workflow<\/a> for this project. You can define your own workflows if you do not want to use the system default workflow.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n

\"Portfolio<\/a>Portfolios<\/h4>\r\n\"portfolios<\/a>\r\n

Figure 5 – Portfolios section view<\/strong><\/p>\r\nThis section will only be visible if you have the necessary permissions and there are any \"Portfolio<\/a>portfolios<\/a> defined for your organisation, assigned to projects.\r\n\r\nSelect the portfolios that this project belongs to from the list. You may select multiple portfolios by holding the CTRL or SHIFT keys and clicking on the name of the additional portfolio(s). To de-select, click on the highlighted name while still holding the CTRL or SHIFT keys so as not to lose all other selected portfolios.\r\n

\"Indicators<\/a>Indicators<\/h4>\r\n\"indicators<\/a>\r\n

Figure 6 – Indicator section view<\/strong><\/p>\r\nThis section will only be visible if you have the necessary permissions and there are any \"Indicators<\/a>indicators<\/a> defined for your organisation, assigned to projects.\r\n\r\nYou can select the value for each of the indicators by selecting from the drop-down lists of each available indicator. If you hover over an option in these drop-down lists, you will be provided with a short description of the indicator value.\r\n\r\nYour selection should reflect the current status of the project.\r\n\r\n \r\n\r\nOnce you are happy with your entries click the “Add project<\/strong>” button at the bottom of the form. This will add a new project with the details that you supplied.\r\n\r\nThe new project can be viewed in a number of locations, including the Programme & Project<\/strong>s<\/strong> tab at the parent asset’s view page, as shown in Figure 7. Alternatively you can view the new project from the parent asset’s dashboard<\/strong> in the Programme & Projects<\/strong> dashlet, as shown in Figure 8.\r\n\r\n\"\"<\/a>\r\n

\u00a0Figure 7 – View from programme & projects tab<\/strong><\/p>\r\n

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Figure 8 – View from Programmes & Projects dashlet<\/strong><\/p>\r\nClick the “Cancel<\/strong>” button if you no longer want to add a new project.<\/div>\r\n

Related topics<\/h4>\r\n