Create a Project Manually

Use the New Project form to create a new project.

To add a new project manually:

1. In the Navigation pane, select Hubs > Projects.
2. Click + New Project in the top right corner of the form. DPS displays the New Project form.
3. In the Create Project drop-down list, select Manually.
4. Enter a unique number in Project Number and a unique name in Name.
5. To include a longer, more descriptive name for the project, enter it in Long Name.
6. Select Regular, Overhead, or Promotional from the Charge Type drop-down list.
7. Click Continue. DPS creates the project and displays it in Edit All mode.
8. In Edit All mode, beginning with the Overview tab, make sure that on every project tab the default values for any fields are what you want and that all required fields have values. If you know the values of any of the optional fields, you can also specify those values.
9. When you have finished entering data on each of the project tabs, click Save. DPS validates the data, creates the project, and switches from Edit All Mode to Presentation View. In Presentation view, you can click the quick edit icons to edit individual fields. You can also select Edit from the Actions bar in order to switch back into Edit All mode.

When you create a new project, DPS also creates an empty plan for the project using default settings, so you can immediately begin entering planned labor hours and planned expense and consultant amounts.

Note that for all projects created in the browser application, the Approved for use in processing option is not selected. If that option should be selected for a project, an Accounting user must display that project in the desktop application and select it there.