Creating a New Project

Purpose
Projects are the foundation of Project Insight. Each project houses tasks, schedules, budgets, and assignments that roll up into programs and portfolios for full organizational visibility. Inline editing allows you to build and update projects directly in place—no extra windows or menus—so teams can get working faster and maintain accurate, real-time data.

How to create and populate a project

1. From the Home screen, click the Projects tile or open Projects › Project Home.

2. Click + Add Project.

3. Enter a Project Name and optional Description.

4. Select its Portfolio and Program (if applicable).

5. Choose a Template to preload standard tasks or milestones.

6. Set Start Date, End Date, and assign a Primary Project Manager.

7. Click Save. The new project opens in your workspace.

Add tasks and details inline

1. From your new project, open the Task List view.

2. Click + Task to add a line item, then type directly into each column.

3. Inline edit key details:

   • Duration – enter the number of working days.

   • Start/End Dates – adjust dates directly in the grid.

   • Assigned To – click the cell to select a team member.

   • Predecessors – link dependent tasks without leaving the list.

   • % Complete – update progress inline to roll up project status.

4. Press Enter or click outside the cell to save.

5. Use right-click › Insert Column or Remove Column to customize what you see.

6. When your layout fits your workflow, click Save Layout for reuse on future projects.

Best practices

• Build projects from templates when possible for consistent task structures.

• Use inline editing to capture details quickly during planning meetings.

• Assign each task an owner early—unassigned work won’t appear in My Work lists.

• Inline changes update instantly across Gantt views, boards, and reports.

• Keep task durations realistic to improve accuracy of scheduling and workload calculations.

• Save and share layouts globally if your team prefers a standard view.