Create a Project

Creating a Project is the last step when pre-loading Serendata with the required data. A Project represents an initiative by an organisation to deliver a particular outcome through which Change Management is required. Projects within Serendata are used to identify Impacts, Actions and track mitigations to ensure a successful outcome for a Project. The Project also allows provides analytics as the Project develops ensuring that the correct course of action is always taken.

A prerequisite when creating a Project is that all the required Locations must have previously been created. Locations will need to be added to a Project.

This article details how to:

Create a Project

Step	Action
1	Click in the top left-hand side of the Home Screen that corresponds to SELECT A PROJECT. Note: The Arrow displays a menu bar with further options.

Step	Action
2	Select your desired Programme. Or click Create a Project to create a standalone project, this can later be assigned to a programme through the Project Settings menu

Step	Action
3	Click in the bottom left-hand corner of the Home Screen. Note: The Cog displays all sections that need to be completed in order.
4	Select Project Settings.

Utilise this screen to input all Programme associated information.

Step	Action
5	Enter a suitable Project name in the Project name* field.
6	End the name of the stakeholder who is Project Sponsor in the Project Sponsor* field.
7	Enter the Project Start Date in the Start date* field.
8	Enter the planned Project End Date in the End date* field. Note: If this is unknown, input a future date as this field in mandatory.
9	Select the Progress Status for the Project from the Project status dropdown list. Note: The options available are restricted by the start and end dates for the Project. The status options available are: Not Started In Progress Completed On Hold Cancelled
10	Enter the Location(s) of the project in the Locations* field. Note: The Locations must have been pre-created prior to creating a Project.
11	Enter an Overview of the Project in the Overview* field. Note: This is a free text field and can be formatted as required to describe what this project is about.
12	Scroll down to display further fields.

Step	Action
13	Enter your Projects objectives in the Objectives* field. Note: These are high level objectives that can bulleted within this section.
14	Enter the name of existing Label or create a new one by typing the name and pressing enter in the Labels* field.
15	Select either Yes or No to add this Project to a Programme.
16	If you selected Yes to the previous step, select the Programme you would like to add this Project to.
17	Click to save the Project.

This completes the guide for Creating a Project.