Contents of the New Project Form
Use the fields and options on the form to start the process of creating a new project.
Contents
Field | Description |
---|---|
Charge Type | Select the charge type for the project:
Once you click Continue to leave this form, you cannot change the charge type for the new project. If you have not yet saved the project, you can cancel the add process and start over. If you save a project with the wrong charge type, delete the project and add it again. |
Stage | Select the project's current stage in the pipeline (for example,
Lead,
Proposal,
Won, or
Lost).
This field is only available if you selected Regular in Charge Type and if one or more of these modules are activated: CRM, CRM Plus, or Resource Planning. |
How to Create Project | Select the method you want to use to create the project:
Manually,
From Project,
From Project Template, or
From GovWin IQ (this option only displays if GovWin IQ is configured).
When creating a project manually, you start with the standard default data and enter most of the information yourself. For the other project creation methods, information from an existing project or template is your starting point, and you then make any necessary changes. |
Select a Project | If you selected From Project in How to Create Project, select the project you want to copy. |
Select a Project Template | If you selected
From Project Template in
How to Create Project, select the template you want to use to create the new project.
The list you select from contains templates with the same charge type that you selected in the Charge Type field, along with any templates with no charge type specified. |
Copy Plan | When you create a project based on an existing project, select this check box to copy the existing project's plan as a starting point. When you select the check box,
Vantagepoint displays a
Plan Start field so you can select a start date for the plan. If your role's security settings do not allow you to add plans, the
Copy Plan check box does not appear.
When you copy a plan, the following occur:
If you do not copy the plan, Vantagepoint creates an empty plan for your new project using default settings, so you are able to enter planned labor hours, planned expense amounts, and consultant amounts. |
Copy Billing Terms | To copy the billing terms from the existing project to the new project, select this check box. |
Project Number | In Project Number, enter a unique identification number for the project that conforms to your project numbering system. If auto numbering is enabled, either Vantagepoint automatically generates a number for you, or you have the option to accept an automatically generated number or enter one yourself. |
Name | Enter a short name for the project. |
Long Name | Enter a longer, more descriptive name for the project (to use in proposals, for example). This field defaults to the entry in Name, but you can change it. |
Create Linked Promotional Project to Track Pursuit Costs | Select this check box if you also want to add a project for tracking the costs incurred in pursuing the project.
Vantagepoint then displays additional fields that you use to add that promotional project.
The promotional project is linked to the current project, but it is a separate project with its own WBS and other properties. If the project you are adding is not a regular project, already has a promotional project, or is assigned a stage that is not designated as "in pursuit," this check box is not available. |
Copy Promotional Project From | This field is only available if you are creating the new regular project from another project or from a project template. Based on how you are creating the regular project, do one of the following:
|
Copy Plan | If you are creating the promotional project from an existing project and you also want to copy the existing project's plan as a starting point for the promotional project's plan, select this check box. When you select the check box,
Vantagepoint displays a
Plan Start field so you can select a start date for the plan. If your role's security settings do not allow you to add plans, the
Copy Plan check box does not appear.
When you copy a plan, the following occur:
If you do not copy the plan, Vantagepoint creates a plan for your new promotional project using default settings, so you are able to enter planned labor hours, planned expense amounts, and consultant amounts. |
Copy Billing Terms | If you are creating the promotional project from an existing project and you also want to copy the billing terms from the existing project to the new promotional project, select this check box. |
Promotional Project Number | Enter a unique number for the promotional project. Vantagepoint can automatically generate a number for you if auto numbering is enabled for project numbers. |
Promotional Project Name | Enter a name for the promotional project. |
Continue | Click Continue to proceed with the project creation process. |