LESSON 1-3: Creating a Project Manually

This lesson describes how to:

• Create a project
• Include data items
• Use a project proposal workflow

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1. Create a project 
Create a project, so your project team can begin planning. Click Add Project. Type a project name and ID. And confirm or specify a workspace. Click copy from another project to leverage best practices by basing the new project on a previous project or template.

2. Include data items 
Include data items, such as WBS, activities, durations, and risks, requiring you to make only minimal changes to finalize the new project. The new project is displayed on the projects grid. 

3. Project proposal workflow.
Some organizations use a project proposal workflow to automate the project creation process. Project attributes, like scope and budget, are reviewed by stakeholders. If the proposal is approved, the project is automatically created. Recreate Primavera P6 projects via XML file, P6 sync, or gateway integrations.