Manage Projects

On the Project Center home page, you can view the summary of all your existing projects and can create projects. This article explains how to create a project and view the summary of your existing projects.

This article contains the following topics.

View Project Summary and Details

The Project Center Home page provides a dashboard for all your projects.                     

To view your projects, navigate to WORKSPACES> PROJECT> Project Center. The home page displays a summary of each project in the form of tiles. The application is designed to display the projects most relevant to you at the top. The project tiles are sorted in the following order:

1. Projects that are marked as favorite
2. Projects that are due sooner
3. Projects that were created most recently
4. Projects by name, in alphabetical order

The information on the project dashboard is auto-synced in real time. Any changes made by other users in the projects are immediately visible to all other users who are looking at the dashboard.

You can click a project tile to open that project. The project details display on a new tab. On that tab, you can view and update your project details.

View and Update Project Properties

To view and update the properties of your project, open the project for editing and click Properties.

You can use the Properties tab to view and update the following information:

• The basic details of your project. For example, the project name, description, objectives, priority, and status.
• The start and end dates of your project. The dates when the project was created and last modified are also displayed, along side, in read-only fields.
• The name of the owner of your project. The owner of a project is also a project admin by default. You cannot remove the project admin privileges of the project owner. Any user with project admin privileges can change the project owner. When you change the project owner, you can select only users who are project members.
• The approval status of your project.
• The cost of your project.
• The organization to which your project is related. Start typing to search for an organization and press Enter for relevant results. You can also click the drop down to select an organization. You can relate a project to only one organization at a time. You can go back and can replace the existing organization by adding another organization. Click the X in the organization field to unrelate the project from the organization.
  When organization-based security is enabled, you can relate a project to only one of the organizations to which you are members.
• The tickets and CIs related to your project.

Follow these steps:

1. Navigate to WORKSPACES> PROJECT> Project Center.
2. Click the project tile to open the project in its own tab.
3. Click the Properties tab to display the properties for the project.
4. Edit the properties that you require and click Save to apply the changes.

Create Projects

Follow these steps:

1. On the Project Center home, click New Project.
2. Enter the project details and click Save. If you want to create and immediately add further details to the project, click Create and Open.

You can now view the project summary on the dashboard.

After you create a project, update the other details of the project. The project details include project properties, team information, related tasks, tickets, and CIs.

Create Project Tasks

You can view and modify the tasks in your project on the Taskboard tab of that project. To learn how to manage your project tasks, see Manage Project Tasks.

Relating Projects and Tickets

When your project affects a ticket, you can relate them to each other. This capability helps you track the items together to ensure that you fulfill all requirements and SLAs.

Relate Projects and Tickets From the Project Center

You relate projects and tickets from the Project Center when you want to relate a project to an existing ticket. You relate projects to open tickets.

Follow these steps:

1. Navigate to the Properties tab and expand the Related Tickets section.
2. Click Relate Tickets, select the ticket, and click Relate Selected Items.

Note: You relate the project to a new ticket after you create the ticket from the Ticket Center workspace.

Relate Projects and Tickets From the Ticket Center

Use these steps when you want to relate a ticket in the Ticket Center to a project. You relate projects to open tickets.

Follow these steps:

1. Navigate to WORKSPACES> Ticket Center. Click the ticket to open it for editing.
2. Navigate to the Related Projects/Project Task section of the ticket. The Projects tab is displayed by default.
   • To relate the ticket to existing projects, click Relate Projects. Select a project and click Relate.
   • To create a project and then relate it to the ticket, click Create Project. Fill in the details of the new project and then save it.

The related projects are visible in the Projects grid of the ticket.

Unrelate Projects and Tickets

You can unrelate projects from tickets.

Follow these steps:

To unrelate projects and tickets from the Ticket Center, complete the following steps:

• 1. Navigate to WORKSPACES> Ticket Center. Locate and click the ticket to open it for editing.
  2. Navigate to the Related Projects/Project Task section of the ticket.
  3. Point the mouse at the relevant project, click the arrow button, and select Unrelate Project.

To unrelate projects and tickets from the Project Center, complete the following steps:

• 1. Navigate to WORKSPACES> Project> Project Center. Click the project containing the task that you want to unrelate to open the project in its own tab.
  2. Navigate to Related Tickets section of the project.
  3. Point the mouse at the relevant ticket, click the arrow button (in the first column) and select Unrelate Ticket.

Relating Projects and CIs

When your project affects a CI, you can relate them to each other. You can relate a project to one existing CI.

Relate Projects and CIs From the Project Center

Use these steps to relate an existing CI with a project from the Project Center.

Follow these steps:

1. Navigate to the Properties tab and expand the Related Configuration Items section.
2. Click Relate Configuration Items, select the CI, and click Relate.

You can relate the project to a new CI, first create the CI in the Configuration Management workspace. You can then relate the CI with the project directly from the Configuration Management workspace.

Relate Projects and CIs From Configuration Management Workspace

Use these steps to relate an existing CI with the project from the Configuration Management workspace.

Follow these steps:

1. Navigate to WORKSPACES> Configuration Management, and open the CI for editing.
2. Scroll down to the Related Projects section of the CI.
   
   • When you want to relate the CI to existing projects, click Relate Project. Select a project and click Relate Selected Items.
   • When you want to create a project and then relate it to the CI, click Create Project. Fill in the details of the new project and save it.

Unrelate Projects and CIs

You can unrelate projects from CIs.

Follow these steps:

To unrelate projects and CIs from the Configuration Management workspace, complete the following steps:

1. Navigate to the Related Projects section of the CI.
2. Point the mouse at the relevant project, click the arrow button, and select Unrelate Project.

To unrelate projects and CIs from the Project Center, complete the following steps:

1. Navigate to Related Configuration Items section of the project.
2. Point the mouse at the relevant CI, click the arrow button, and select Unrelate Configuration Item.

Manage Project Teams

You assign team members to your projects. Team members facilitate completing tasks.

Be aware of the following behavior as it relates to project members and the Project Center:

• You can assign only active team members to projects.
  Note: When members become inactive, their profile remains the team member status until the administrator removes them from the project. Keep in mind that inactive members cannot access the Project Center.
• You cannot assign self-service users to projects. Self-serve users do not possess the permissions that are required to access the Project Center.
• You can designate only one team member as the project owner. The member that was designated as the project owner then inherits the permissions of the project administrator. In addition, you can designate project owners to members and then designate the member back to the project owner.

To add team members, complete the following steps:

1. Navigate to WORKSPACES> PROJECT> Project Center.
2. From the Project Center, click the tile for the project where you want to add team members.
   The project opens in its own tab.
3. Click the Team tab.
   The existing team members are displayed on the grid under the Team tab.
4. On the Team tab, you can perform the following tasks:
   • View existing team members: The existing team members are displayed on the grid under the Team tab.
   • Add team members: To add a user as team member, click Add User. Search for a user name, select the check box against that user name, and click Add Selected Users.
   • Remove team members: To remove a team member, point at the team member row, click the arrow button, and click Unrelate User.
   • Modify access level of team members: To assign project admin permission to a team member, select the corresponding check box in the Project Admin column. To remove the project admin permission of a team member, clear the corresponding check box in the Project Admin column.

For information about the access levels of each user type, see Who Can Use Project Center.