Create a project

There are three different types of projects that you can create directly within Microsoft Office Project Web Access:

• Enterprise project    An enterprise project can be checked into and checked out of Microsoft Office Project Server and can be seen by the entire organization, as long as the permissions are set correctly for the types of users who need access to that project information.

• Operations work project    An operations work project is a simplified project that enables you to track and manage a smaller project, such as coordinating a corporate event.

• Project proposal    A project proposal is project idea or initiative that requires approval from your organization before it becomes an enterprise project.

What do you want to do?

Create a new enterprise project

Create an operations work project

Create a project proposal

Create a new enterprise project

1. On the Quick Launch, click Projects.

2. Click New, and then click Project.

   Microsoft Office Project Professional 2007 opens with a new project. Create the project by adding tasks and resources, and then on the File menu, click Save.

   Note: You may need to choose values for the task and resource fields before you save.

   After you save and publish the project, it appears in the Project Center in Project Web Access.

Top of Page

Create an operations work project

1. On the Quick Launch, click Proposals and Operations Work.

2. Click New, and then click Operations Work.

3. Click the Summary Information option, and in the New or Import section, choose the options for how you want to create the project.

4. Optionally, you can click Import from SharePoint list if you want to import a list that was created in Windows SharePoint Services 3.0, such as a Project Task list. Click Select SharePoint list to select the list that you want to import.

   Note: When you import a Project Task List from SharePoint, only the task list, due date fields, and resources are imported.

5. In the Name and Description section, type a name and description for the operations work project, and then choose a start date and end date.

6. In the Plan Owner section, type or select the name of the manager who should own the project.

7. Click Publish to publish the project so that it appears as an operations work project in the Project Center.

   If you want to save the project without publishing it, click Save. Other team members cannot see the project in the Project Center.

After you save or publish the project, the Project Details page appears, where you can add tasks to the project, link tasks, link documents, and add resources.

• To add a task, click New Task.

• To create links between two tasks, select the two tasks, and then click Link Tasks.

• To link a document, such as a progress report, to a task, click Link Document.

• To indent one task under another in order to show a task and subtask relationship, select the task that you want to indent, and then click Right Indent .

• To assign a resource to the task, select the task and then select a resource in the Resource Name field. The resource appear in the Resource Name field only after you build a team of resources by using Build Team.

  Tip: If you don't know which resources you want to assign to tasks, you can assign pre-allocated resources to the operations work project by clicking Resource Plan, and then on the next page, clicking Build Team. However, you won't be able to see the resources in the Resource Name field in order to assign them to tasks.

• Click Publish to publish the project so that it appears as an operations work project in the Project Center.

  If you want to save the project without publishing it, click Save. Other team members cannot see the project in the Project Center.

Note: If you want to upgrade the operations work project to an enterprise project, on the Quick Launch, click Projects, select the operations work project, and then click Upgrade.

Top of Page

Create a project proposal

1. On the Quick Launch, click Proposals and Operations Work.

2. Click New, click Proposal, and then click Summary Information.

3. In the Name and Description section, type a name and description for the project proposal, and then select a start date and end date.

4. In the Plan Owner section, type or select the name of the manager who should own the project.

5. In the Workflow Status section, click the link to the workflow status and activity pages.

   Note: Check with your administrator if the workflow section is not visible. This feature may not be enabled for your organization.

6. On the Proposals Status page, under Task Status, click the name of the proposed project in the Title field.

   Note: If you want to enable another person to approve projects, click Add a New Approver in the Workflow Information section.

7. On the next page, click Edit Item.

8. On the next page, type a comment in the comments area, and then click either Approve or Reject.

9. Click Close to return to the Project Details page.

10. Click Publish to publish the project proposal so that it appears as a project proposal in the Project Center.

    If you want to save the proposal without publishing it, click Save. Other team members will not be able to see the proposal in the Project Center.

    Note: The approval status is indicated in the Project Center. On the Quick Launch, click Maintenance Projects and Project Proposals, and in the Status field of the table, view the approval status. If Project Server is configured to allow you to approve projects directly in the table, click Rejected or Approved in the Status field.

Why can't I perform some actions in Project Web Access?

Depending on the permissions settings you used to log on to Project Web Access, you may not be able to see or use certain features. Also, what you see on some pages may differ from what is documented if your server administrator customized Project Web Access and did not customize the Help to match.

Top of Page