Project Manager

QUICK GUIDE 13

Establish a new project manually

Create a complete project foundation when AI-assisted project creation is not used.

01

Create or open the project

Project Management / New project

Enter basic information and confirm responsibility, portfolio placement and the relevant project model.

02

Define purpose and objectives

Project Management / Open project / Definition / Project Basics

Describe why the project exists and the outcomes it must achieve.

03

Set scope and deliverables

Project Management / Open project / Definition / Scope or Deliverables

Clarify what is included, excluded and how completion will be demonstrated.

04

Record assumptions and conditions

Project Management / Open project / Definition / Conditions

Capture constraints and dependencies that influence planning or expected value.

05

Prepare the project for planning

Project Management / Open project / Planning / Master Plan

Review the foundation for consistency before building the Master Plan.