Add Projects to Hubs

1. Navigate to the Hub home page.

2. Scroll to the Projects pane in the left navigation pane.

3. In the Projects pane, click Add.

   A new window appears.

4. Using the Template drop-down menu, select a Project template.

   Contact an administrator if no templates appear in the Template drop-down menu.

5. Click Next.

6. Complete the Details pane of the form, including the following information:

   • Name: Enter a name for the Project. This field is automatically populated with the name of the Project template.

   • Number: (optional) Enter a number for the Project. If no number is entered, a number is automatically generated.

   • Start Date: Enter a start date for the Project. The start date can be any date in the future or the past.

     All task forecast dates and durations on the Project are populated based on the date entered in the Start Date field.

     Task forecast dates and durations are set up on the Project template. Contact an administrator for more information.

   • Status: Select a status for the Project.

     Subtasks only appear in responsible users' To-Dos when the Project status is set to Active.

7. Complete the Details pane of the form, including the following information:

   • Name: Enter a name for the Project. This field is automatically populated with the name of the Project template.

   • Number: (optional) Enter a number for the Project. If no number is entered, a number is automatically generated.

   • Start Date: Enter a start date for the Project. The start date can be any date in the future or the past.

     All task forecast dates and durations on the Project are populated based on the date entered in the Start Date field.

     Task forecast dates and durations are set up on the Project template. Contact an administrator for more information.

   • Status: Select a status for the Project.

     Subtasks only appear in responsible users' To-Dos when the Project status is set to Active.

8. Optionally, you can also complete the Additional Info pane of the form, including the following information:

   • Project Authorization: Select a Project Authorization amount for the Project.

   • Plan Table: Select a Plan Table for the Project.

9. Complete the remainder of the form. Required fields are marked with a red asterisk (*).

10. Complete the remainder of the form. Required fields are marked with a red asterisk (*).

11. When the form is complete, click Save.

    The Project appears in the Projects pane of the Hub home page, as well as in the Projects Summary pane.