Creating projects and programmes

To access the Create Project from Template page from the Asta Vision Home page, click Projects, then click Create Project.

To create a project and its initial programme:

1. On the Create Project from Template page, enter a descriptive name for the project in the Name field.
2. To enable users to collaborate on the project's programmes - to enable them to work together on the project's programmes at the same time in Asta Powerproject - select the Collaboration enabled check box.
   
   If your organisation uses Asta Vision Live, users are able to collaborate on a set number of programmes at any one time. If you reach your limit, you cannot start any more collaboration sessions unless you first end a collaboration session that is currently ongoing.
   
   The Collaboration enabled check box appears only if your organisation uses Asta Vision Live.
3. If any high priority project-level user-defined fields have been set up, these appear on the page for you to complete, between the Name and Start programme fields.
4. Depending on your access rights, you may be able to specify the programme type with which the project should start, in the Start programme field. For example, if you have three programme types - 'Tender', 'Contract' and 'Delivery' - you might want most projects to start with a 'Tender' programme, but some projects to start with a 'Contract' programme.
   
   The programme types available to you in the Start programme field may depend on the selection you have made in a user-defined field immediately above it.
5. Select the template on which to base the initial programme in the project in the Template field.
6. If you want to specify a start date for the project's initial programme, select a date in the Start date field. If you specify a start date, this is used as the initial programme's start date and date zero; if you do not specify a start date, the start date of the template is used.
7. If you want to specify a prefix that should be added to each task ID (WBN) code in the project's initial programme, specify an alphanumeric string in the WBN prefix field; if you do not specify a prefix, the WBN prefix specified in the template - if one is specified - is used.
8. Security, workflow and email rules can all be configured to apply to users who are assigned to projects directly. To assign users to the project directly:
1. Click Assign User. The Assign User popup appears. You use this popup to assign users to the project directly. Security, workflow and email rules can all be configured to apply to users who are assigned to projects directly.
2. Select the user role of the users you want to assign to the project in the User role field.
3. If you have created a user-defined field with which to filter the users that appear in the Assign User popups, the name of the user-defined field appears beneath the User role field. For example, if you are using a user-defined field called 'Region' to filter users, a Region field appears here. The User name field will display only users that meet the selection you have made. For example, if you select a specific region, only users within that region wil appear in the User name field.
4. Select the users in the User name field. You can CTRL or SHIFT-select users to select more than one user.
   
   Select '(All Roles)' in the User role field to view all users in the User name field, regardless of their role. You can then select any user from the alphabetical list.
5. Click Add. You return to the previous page, where a row appears for each selected user to the right of the Assigned users field.
   
   Click Remove to the right of a user to unassign them from the project if required. If a user has been assigned to a project automatically as a result of their name being selected in a project-level, User-type user-defined field, you cannot unassign them from the project by simply editing the project and removing the user; you must also remove the user's name from the user-defined field.
9. Enter any notes relating to the project in the Notes field. A icon appears against all projects against which notes have been recorded on the Projects page. You can click this icon to view and edit a project's notes.
10. If any project-level user-defined fields have been set up, these appear on the page for you to complete. For example, if a 'Region' user-defined field has been configured, a Region field will appear for you to specify the region in which the project takes place.
11. Click Create. You return to the Projects page, where the new project appears in the list.
    
    Any users you have assigned to the project are sent an email to inform them of their assignment. This includes users that you have assigned to the project directly and users you have selected in a user-defined field for which the Always assign user to project check box has been selected. If you have selected any users in a user-defined field for which the Send project assignment emails check box has been selected, they are send a project assignment email, without actually being assigned to the project.