Create a PPM Project

Create a new Project to add supporting information and plan the staffing and resources necessary to complete the Project. You can do this during the Draft and Staffing phases.

To create a PPM Project:

  1. From the CSM Desktop Client or CSM Browser Client menu bar, select New > New PPM Project
  2. Provide a name and select an area.
  3. Add a description (optional) and select a requester.
  4. Select the assigned team and the person assigned to the project.
  5. Select a site, Portfolio name, and if applicable, a Program name.
    The Portfolio, Program, and Demand tabs are links to the parent record information.
  6. The Planned Start Date and Planned End Date fields initially populate from the associated fields in the demand.
    Going forward, these dates populate based on the dates in the '0' outline Task once you import Project Tasks. These change with each import update, as appropriate.
  7. Select actual start and end dates.
  8. The Planned Effort field initially populates based on the Resource plans created in the Demand. As you create Project Tasks, the '0' outline Task provides the overall planned effort number (Effort field in that summary Task).
  9. The Projected Remaining Effort field is the planned effort minus actual effort.
    The Actual Effort field is based on the sum of Task summary times in the weekly timesheets.

    The Actual Effort field is based on the sum of Task summary times in the weekly timesheets.

    10. Use the form arrangement tabs to add supporting information.

    • Resource Plan: Contains resource items populated from the demand. You can add more Resource information here, but it won't affect the Demand baseline. Individual Resources are assigned in PPM Project Tasks.
    • Benefit Plans: Contains benefit items populated from the Demand. You can add more benefit information here, but it won't affect the Demand baseline.
    • Budget Items: Enter additional budget items here. Once budget items transfer into a Project, fields labeled Remaining below the quarterly budget breakdown figures show the budget remaining after cost items have been applied. An alert icon identifies any budget items with cost items that exceed the budgeted amount.
    • Cost Items: Enter cost items here. Cost items that do not have an associated budget item are identified with an alert icon.
    • Project Tasks: Enter Project Tasks here. We recommend that you create and update Project Tasks with MS Project or Excel.
    • Issues: Enter issues here. The Open Issues area of Project health reflects the number of open issues for each health area based on the issue type.
    • Risks: Contains risks rolled over from the Demand. You can add more risks here, but it won't affect the Demand baseline.
    • Action Items: Enter action items here.
    • Change Orders: Use this to accommodate Project needs that will affect scope, budget, or schedule.
    • Change Requests: Use this to track IT changes associated with the Project (example: Install a new server).
    • Project Task Import: Use this to import information exported from Microsoft Project or Excel. This tab is only available on the CSM Browser Client.
  10. Select Save.

The Project Health widget provides a view from the Project manager perspective of the three key areas that are indicators of overall Project health: budget, schedule, and scope. You must manually change this widget.