Add a New Project

Contents

The Add Project Dialog Box enables you to create a new project step-by-step, from start to finish. It provides a convenient way to create a project if you have most of the information ready, or if you are unfamiliar with the process of creating a new project.

Note: You can also use this procedure to add a new project template, since the steps are similar.

1. Start Contract Management, and log in by entering your user name and password.
2. Right-click on the top-level (All Projects) folder, and choose New Project to open the Add Project Dialog Box
3. Enter general project information, such as the project’s name, ID, job number, and description.

   Once you have entered the general information, you can either click Next, and go through the wizard step-by step, or you can use the options on the left side to navigate. This procedure is based on going through the process step-by step.

   Notes:

   • Fields left blank that require information before continuing will appear highlighted in yellow. Enter the information and continue.
   • Check marks next to the choices on the left side indicate that the item is complete.
4. On the Add Project Dialog Box – Template Page, you can either copy data from a template, from another project, or start with a blank project. Do one of the following, and then click Next.
   • Choose Use Template to use a project template that you created as the basis for the project. Choose the template to use from the Template drop-down list. If there are no templates, this choice is not available.
   • Choose Copy information from another project to use the data from an existing project as the basis for the new project. Select the project to use from the Project drop-down list.
   • Choose Start with blank project to create a project with all new information.

     Notes:

     • Settings copied from a template or project become defaults for the remainder of the setup.
     • Choosing a template will copy all data from the template project.
     • Choosing an existing project will only copy contacts, cost codes, and users and their security settings.
5. On the Add Project Dialog Box – Contacts Page, enter information about contacts (vendors) you deal with on a daily basis. Do one of the following, and then click Next:
   • Click Add Contact to open the Add Contact Dialog Box to add a new contact and/or company to the project.
   • Click Copy Companies to open the Copy Companies Dialog Box to copy companies (and select contacts) from another project to the new project.

     Note: Click Remove to the right of a name to remove the selected company or contact from the project.

6. On the Add Project Dialog Box – Key Parties Page, enter the key contact information for the project, and click Next.
7. On the Add Project Dialog Box - Default Owners Page, select default owners for all new documents created in each module. The document owner can be changed at the document level. You must select an owner for each document type. Click Next when you are finished with this section.
8. On the Add Project Dialog Box – Currency Page, enter information about the project currency and click Next.
9. On the Add Project Dialog Box – Cost Codes Page, add cost codes to the project and click Next.
   • Click Copy Cost Codes to open the Copy Cost Codes Dialog Box to copy cost codes from another project to the new project.
10. On the Add Project Dialog Box - Schedule Page, you can link your project to a P6 EPPM schedule. Click Next.
11. On the Add Project Dialog Box – Users page, add users who you want to have access rights to open and use the project. This section enables you to copy users created in the Create New User dialog box of the Contract Management Administration Application. These are the people who actually use Contract Management. Click Next when finished.
    • Click Copy Users to open the Copy User Access Dialog Box to copy users from a project and give them access rights to the new project.

      Notes:

      • Users added here receive default access rights to the modules unless they are selected from an existing project, in which case they get the same rights they had in that project.
      • You can remove users by clicking Remove.
      • After you enter all the required information, click Finish.