Best way to go through the process? Plan it out first.

Use the decision tree and map out what your project should look like.

Then go into the system. It’s going to make all the difference.

Some of these details can’t be changed after you selected them.

That’s why it’s important to figure out what you’re doing first before put it into the system.

Where to Start:

Here’s what you really need to know when creating any kind of project:

Identify the outcome of the project that you want to track:

• Project Name, start, end date.

• What the project is about.

• What are all the components that you need to complete the project? (Tasks structure=WBS)

• How is it being paid for? → project type (indirect / capital)

• How much will it cost? → project budget 

• If it’s something that you’re going to sell to a customer (like consulting services) then it’s a billable project.. we’re covering this in Project Billing course.

Work Breakdown Structure

(draw it out.)

How are the costs tracked? 

• Is there burden involved?

Where do you want the effort to be tracked.

• Chargeable, non-chargeable tasks.

Who’s in charge? → Key members

(These are people who are tied to reporting, notifications, and approvals)

• Project Manager

• Project administrator

• Delivery Manager

Decision Tree for Easily Creating Projects (Click to download)

Major Steps for Creating a Project (Cheatsheet PDF) (Coming soon)