Define project properties

In order to define the properties of a project, you do as follows:

1. Select the menu item Project / Project properties. The project's window Object properties opens:

   

2. Enter the project name in the field Name.
3. Enter the project code in the field Code.
4. Enter the Start date and Finish date of the project in the tab General in the field Due date.
5. In the field Effective date, enter the date on which the project progress was last updated.
   Note: The effective date is meant to be entered for reasons of the controlling and management of ongoing projects. The effective date should be identical with the start date of the project to ensure correct scheduling.
6. IIn the drop down list Project calendar, select the calendar you want to use for the project.
   

   The button allows for the quick access to the current calendar.

7. In the drop down list Category, select the category you want to use for the project.
   Note:You can create a drop down menu for the category in the menu item Tools / Resource pool / Project categories.
8. In the field Priority, enter a value between 1 and 1000. The higher the priority of a project, the more resources can be assigned to it during capacity alignment in relation to other projects in the project portfolio.
   Note: Priority must not be 0.
9. In the drop down list Status, select the status you want to use for the project.
   Note:You can create a drop down menu for the status in the menu item Tools / Resource pool / Project status.
10. In the drop down list Baseline, select the baseline you wanto to use for the variance analysis.
    Note: This selection requires you to first save a baseline via the menu item Project / Add baseline.
11. In the drop down list Time step, select the interval for the automatic rounding of start and finish dates as well as duration.
12. In the drop down list Duration, select the measurement unit you want to use for measuring the duration.
13. In the drop down list Effort, select the measurement unit you want to use for measuring the effort.
14. Activate the check box Enter labour output for activity if you want the display of the labour output of the activity to use the entered measurement units and quantities (such as 150 m3).
15. Activate the check box Enter effort for activity if you want the display of the effort of the activities to use the entered employee days ( such as 5 ED).
16. You can define the Storage location for project settings.
17. • Activate the radio button Workplace if you want to store product settings, such as column order, timescale, etc., on your computer and use them for all of the other projects.
    • Activate the radio button In project if you want to store only the project settings for this particular project.
18. Click on the button OK.

See also: