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: Regular: Regular projects are revenue-producing projects. Costs charged to regular projects include direct labor, direct expense, and reimbursable expense. Overhead: Overhead projects are not revenue-producing. Costs charged to overhead projects include indirect labor and indirect expense. The total cost of these projects is distributed to regular projects during overhead allocation. Typical overhead projects include General Overhead, Vacation, Sick Leave, Holiday, and Civic Duty. Overhead projects zero out when you initialize for a new fiscal year. Because of the very different purposes of overhead projects and regular projects, a number of fields, and options that are available in the Projects hub for regular projects are not available for overhead projects (for example, fields and options related to billing and revenue). Promotional: Select this charge type when you create a standalone promotional project. A promotional project is a special project that you create specifically for managing the pursuit of a new contract, for tracking labor costs and other expenses that you incur in the process of that pursuit, or for both purposes. Promotional projects are similar to overhead projects in that they do not produce revenue. However, Vantagepoint does not zero out job-to-date (JTD) costs for a promotional project when you initialize for a new fiscal year. A standalone promotional project is not explicitly associated with a specific regular project. You can also create linked promotional projects, which are linked to a regular project. You can create a linked promotional project at the same time that you create the associated regular project, or you can link a standalone promotional project to a regular project at any time (for example, after you win the contract and set up the regular project in Vantagepoint). Because of the very different purposes of promotional projects and regular projects, a number of fields, and options that are available in the Projects hub for regular projects are not available for promotional projects (for example, fields and options related to contract amounts). After 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 available only 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 or From Project Template. 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	If you selected From Project in How to Create Project, select this checkbox to copy the existing project's plan as a starting point. When you select the checkbox, Vantagepoint displays a Plan Start field so you can select a start date for the plan. When you copy a plan, the following occur: If the project has only one level, Vantagepoint copies the entire plan. If the project has more than one level, Vantagepoint copies the plan details and associated schedule dependencies for only the project levels that you select and save on the Choose Project Structure form. Vantagepoint copies the plan settings and resource assignment rows in the original project's plan. If you change the plan start date for the new project, Vantagepoint shifts all plan dates and all assignment dates for the new plan accordingly, based on the corresponding dates and working day durations in the source plan. 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, expenses, consultants, and units.
Copy Billing Terms	If you selected From Project in How to Create Project, select this checkbox to copy the billing terms from the existing project to the new project.
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	This field is available if you selected Regular from Charge Type. Select this checkbox 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 checkbox is not available.
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.
Copy Promotional Project From	This field is available only 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: If you are creating the new regular project from an existing project and you also want to create a promotional project by copying an existing project, select that existing project. If the project from which you are creating the new regular project has a linked promotional project, that promotional project is selected by default, but you can change that selection. If you do not select a project to copy, the promotional project is created based on the regular project you are creating. If you are creating the new regular project from a template and you also want to create a promotional project from a template, select that template. If the template from which you are creating the new regular project has a linked promotional project template, that template is selected by default, but you can change that selection. If you do not select a template, the promotional project is created based on the regular project you are creating. 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 checkbox. When you select the checkbox, Vantagepoint displays a Plan Start field so you can select a start date for the plan. When you copy a plan, the following occur: If the project has only one level, Vantagepoint copies the entire plan. If the project has more than one level, Vantagepoint copies the plan details and associated schedule dependencies for only the project levels that you select and save on the Choose Project Structure form. Vantagepoint copies the plan settings an resource assignment rows in the original project's plan. If you change the plan start date for the new project, Vantagepoint shifts all plan dates and all assignment dates for the new plan accordingly, based on the corresponding dates and working day durations in the source plan. 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 checkbox.
Continue	Click this option to proceed with the project creation process.