Creating a New Project

This article pertains to creating a new project.

When you first log in to InScope you will likely land on the projects screen. This is exactly where you want to be to create a project. If you're not already there locate the Projects tab in the top navigation bar as highlighted below.

Once on the projects tab you will land on your list of projects. Go ahead and click the blue + Create Project button in the top right as highlighted below. This will take you to create a new project.

Once creating a new project you can put the core details of your project here. The only required fields are project name and code. Name is just what you're calling your project and code is the quick reference and start of your Work Breakdown Structure.

The optional fields are still important but can always be added in the project info tab.

Starting from left to right and top down on the optional fields, we have Notice to proceed, where you can enter a date for when work is approved to begin. The next is project manager, from your employees or users who is the project manager for this project. Then Program name if this project is part of a program you are managing.. Office location for where the project is being managed and how it will be invoiced. Pursuit probability for the process of planning and obtaining a project. Then last but not least the description of the project, either a high level summary or any details you want to enter related to the project.

Once you have entered all the information you want to enter, you will want to hit the green Save Project button just under all the fields you entered.

Now you have saved your new project, and you will be taken into it. This is where you will edit your project details, set scope elements, create your project schedule, and budget.