Create and define a new project

Try It!
 

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.


To create and define a new project:

  1. Click Project from the homepage to navigate to the All Active Projects list. 
     
  2. Click +New from the command bar to launch New Project form and instantly set-up your new project.  
     
  3. Provide a unique project name based on your organizational rules for effective status reporting.
     
  4. Provide a concise and meaningful description of the project for effective communication. 
     
  5. Set the most appropriate Project Type for the initiative based on your organizational rules. 
     
  6. Select Altus from the Schedule Type dropdown menu to use the built-in scheduler in this app or link your existing project schedule from another execution tool and follow the prompts. 
     
  7. Click Create to complete the new project set-up.
     
  8. Supply more information on the Details pane and click Save. 

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