Defining Projects

You must create the project registry -- the source of demand -- before you can express the project demand for resources. Resource, skill, and non labor assignments are made to projects. The following steps are required to define projects and the portfolio.

Register the project in the PDWare database: Insert Project, Database>Save Data.

Define project attributes: Edit Project and direct entry of values in the project fields.

Define project resource (labor) plan: Insert/Replace Assignment and direct entry of values in the assignment fields on the Effort Forecasts sheet.

Define project financial plan: Insert Assignment and direct entry of values in the assignment fields on the Financial Detail sheet in the Financial module.