Explore four methods to create a project
In this step, you will explore four different methods to create a project in Workfront. You will learn how to create a project from a template, from scratch, by copying an existing project, and by importing a Microsoft Project file. Each method offers unique advantages, allowing you to choose the best approach based on your project needs. By the end of this step, you will understand how to efficiently initiate projects using the method that suits your workflow.
Creating a Project from a Template:
- Navigate to the Projects page, click “New Project,” and select “New Project from Template.”
- Browse active templates, preview summaries (e.g., duration, owner, task summary, custom forms), and select a template.
- Favorite templates can be accessed directly for quicker selection.
- Fill out initial information (e.g., project name) and click “Create Project.” Fields can be edited later.
Creating a Project from Scratch:
- Go to the Projects page, click “New Project,” and select “New Project.”
- Name the project and edit details like sharing options, custom data, portfolio, and program.
- Defaults set by the group or system administrator can be accepted or changed.
- Save the project, which is initially shared only with the creator and system administrators.
- Tasks can be added by typing names, with fields like duration and planned hours editable.
Copying a Project:
- Open an existing project, click the three-dot menu, and select “Copy.”
- Change the name, status (e.g., Planning), and deselect items not to be copied (e.g., expenses).
- Edit details like the planned start date after copying.
Importing a Microsoft Project File:
- Save the MS Project file as an XML file.
- Use the “Import MS Project” option in the New Project menu, select the file, and begin the import.
- Some MS Project settings (e.g., comments, custom forms, milestones) will not transfer.
- Set the status to Planning to review and edit the imported project before it goes live.
The video emphasizes the flexibility of Workfront in creating projects through templates, scratch, copying, or importing, catering to different user needs.
Key takeaways
- Templates Simplify Project Creation:
- Using a template is highly recommended as it can pre-set key details like tasks, forms, and sharing options, saving time and effort.
- Favorite Templates for Quick Access:
- Favorite templates allow users to bypass the selection process and directly create a project, streamlining workflow.
- Creating Projects from Scratch Offers Flexibility:
- While more manual, creating a project from scratch allows customization of all details, ideal for simple or private projects.
- Copying Projects Saves Time:
- Copying an existing project replicates its structure and settings, with options to modify or exclude specific elements.
- Importing MS Project Files for Transition:
- Workfront supports importing MS Project files (saved as XML), enabling users to transition ongoing projects, though some data (e.g., comments, milestones) won’t transfer.
Next, you will learn how to fill in the project details to ensure your project is set up for success.