Fill in essential project details

Last update: April 10, 2026

CREATED FOR:

In this video, you will learn about the most common project settings needed when creating a project.

Key takeaways

Use Descriptive Project Names: Avoid confusion by naming projects descriptively instead of using generic titles. Organizing projects into portfolios and programs enhances reporting and consistency.
Set Appropriate Project Status: Begin with “Planning” status when creating a project, then switch to “Current” when the project goes live. Non-“Current” statuses pause notifications, allowing for replanning without disruptions.
Leverage Templates and Custom Forms: Use project templates for consistency and custom forms to store unique project data. These tools simplify setup and ensure essential information is captured.
Utilize Resource Pools and Schedules: Assign resource pools to projects for effective resource management and apply the correct schedule to reflect workdays, hours, and holidays. This ensures smooth project execution and resource allocation.