Creating a Project or Program

Modified on Mon, 19 Feb 2024 at 08:16 AM

User roles:  ✔ Project Access   ✔ Project Submission  


Creating a Project or a Program - is as simple as Create Button

 


You need to be specifically permissioned to create new projects and programs in Fluid.
				
If you don't have New Project or New Program available to you in the drop down you will need to contact your system administrator to give your account Project Submission access.



From the drop down, select whether you want to create a Program...


 Simply enter the title of the program and click Create Program.



... or a Project...



Enter the project’s title, start and end date. Select the project type and methodology (optional) and assign one or more project managers for this project. Click Create Project to create a project from scratch.


You also have the option to create a project from a list of predefined project templates.  You can learn more about project templates here


You will be navigated directly to the workspace of your new program or project. 


You can learn how to manage your project workspace here.




Difference between projects and programs


Although projects and programs both have a workspace and are managed in much the same way - there are a two fundamental differences to take note of:


  • Programs do not have their own financials, benefits or on-going costs. In Fluid, program financials are a roll-up of the financials for all the underlying projects. Financials cannot be managed or edited at a program level - so changes would have to be made on linked projects to affect the program's reported financials. To manage financials at a program level you can either:
    • create a single project linked to your program where you only manage financials.

    • create your program as a Fluid project.  


  • Programs do not have their own resource plans. As for financials, resourcing is a roll-up to the program of all underlying projects. To manage resourcing at a program level you can either:
    • create a single project linked to your program where you only manage resourcing.

    • create your program as a Fluid project.  

 



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article