How to create a project

In Project and Program Management

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

From the main menu, select Plan > Project & Program > Projects. Service Management displays a list of projects.

Click New icon New. Service Management displays the New Project form. Service Management does not assign an ID until you save the project.

Complete the following fields:

Field	Description
Title	Enter a title for the project.
Description	Enter a description that captures the details of the project.
Start date	Select the date on which the project begins.
End date	Select the date on which the project ends.
Business objective	Select a business objective that the project is aligned with from the list, or type a few characters to search for the name.
Business unit	Select a business unit to which this project applies from the list, or type a few characters to search for the name.
Business value	Specify the estimated value that the project brings to the organization (in thousands). Note The estimated business value should be greater than 0.
Target service	Select a service that the project is aligned with from the list, or type a few characters to search for the name.

Click Save when you are finished.

The project opens with the General tab displayed.

In Release Management

From the main menu, select Build > Release.

Select the release record from which you want to create a project..

Click the record identifier in the ID column to display the selected record.

Click > Create project from record. Service Management displays the new project form with the values copied from the original record.

Enter the details for the new record, and click Save icon Save on the toolbar.

In Change Management

From the main menu, select Build > Change.

Select the change record from which you want to create a project.

Click the record identifier in the ID column to display the selected record.

Click > Create project from record. Service Management displays the new project form with the values copied from the original record.

Enter the details for the new record, and click Save icon Save on the toolbar.