All new projects should be created within the platform. This allows you to capture key high-level information about the project and, most importantly, define the project type.

Create and Define a New Project

1. Click Projects from the homepage to navigate to the All Active Projects list.
2. Click + New from the command bar to launch the New Project form.
3. Provide a unique project name based on your organisation’s naming conventions to support effective reporting.
4. Enter a concise and meaningful description of the project to support clear communication.
5. Select the most appropriate Project Type based on your organisation’s rules.
6. Select Altus from the Schedule Type dropdown to use the built‑in scheduler, or choose to link an external schedule and follow the prompts.

   Important:
   Schedules can only be created at the project level, not at the program or portfolio level. Progress rolls up from projects to higher levels.

7. Click Create to complete the initial project setup.
8. Provide further information in the Details pane, then click Save.

Additional Field Guidance

Tip:
The project form often includes an ROI (Return on Investment) field.

• This is typically calculated automatically based on values such as Proposed Cost and Benefit Value
• It is commonly used in Insights reports and prioritisation views

👉 Ensure cost and benefit fields are completed to enable accurate ROI calculation.

Configuration and Custom Fields

Important:
The project creation form may vary depending on your organisation’s configuration.

• Additional fields may be present based on governance requirements
• Some fields may be:
• • Mandatory
  • Automatically calculated
  • Derived from other data sources

👉 These configurations are typically implemented by your administrator or implementation partner

Tip:
If fields or behaviour differ from this guide, refer to your organisation’s internal process or guidance to ensure correct project setup.

Tip:
Altus does not currently provide a native option to duplicate or clone an existing project record.

• Each new project must be created manually
• Standard fields, structure, and configuration will be applied based on the selected Project Type

👉 Some organisations may have a custom setup or automation implemented by an administrator or implementation partner to replicate projects. If this capability is required, check your organisation’s internal processes or configuration.