Create customer projects
Create customer projects at internal or external business locations to manage location openings, renovations, closings, or other location-specific initiatives.
Before you begin
To access customer projects and to enable required roles, make sure that you enable the Customer Project Management (com.snc.csm_ppm) plugin.
Role required: admin, it_project_manager, sn_service_org.project_manager
About this task
A customer project can be initiated by applying templates, or by importing and exporting projects. Furthermore, cases can be created to address issues either at the project or project task level.
Procedure
Navigate to Workspaces > Project Workspace.
Initiate a project by selecting New.
Under My projects, a list of projects associated with your role is displayed. Under All projects, a list of all projects is displayed.
On the form, fill in the fields.
The following table outlines the unique fields of the form. To learn more about other fields, refer Starting a project.
Field Description Project class Class of the project. Select Customer Project. Project template Template of a project. To create a project from template, select a template from the list displayed. Based on the template, project tasks are created. Project name Name for the project. Select Confirm.
Select a project to see all the related tabs.
Project workspace displaying related tabs of a project.
| Related tabs | Description |
|---|---|
| Planning | In this section, you can:- create or add tasks - update task details - create case for the project and project tasks - set deadlines using graph - apply template - delete, move, import, and export project - launch help videos - calculate completion estimates - copy partial project |
| Details | In this section, you can view and update all project tasks and details of the project. |
| Financials | Displays cost plans of the project |
| RIDAC | Displays risks of the project |
| Analytics | Enables you to track project phases, plans, assignments, issues, time elapsed, resources, benefits, and other details of the project graphically. |
| Docs | Docs of the project |
| Status Reports | Reports of the project |
Under the Details tab, fill in the other fields.
The following table outlines the unique fields of the customer project. To learn more about other fields, see Starting a project.
| Fields | Description |
|---|---|
| Account | Account for the project. Select an account from the displayed list.Note:
|
| Service Organization | Service organization for the project. Select an internal business location (IBL) or external business location (EBL) from the displayed list.Note:
|